Brad Sears
2312 Bridgeport Drive
Raleigh, NC 27615
Brad Sears is a managing director for Pinnacle Asset Management for the Carolinas, Virginia, Georgia and Florida and serves as a member of the Pinnacle leadership team. He is also a wealth manager with Raymond James based in our Raleigh and High Point, NC, wealth management offices. Pinnacle Asset Management advisors offer fee-based investment management by working with Raymond James Financial Services, Inc., and Raymond James Financial Services Advisors, Inc.
Brad has been in various leadership roles in the Carolinas, Virginia, Pennsylvania and Arizona for over half of his wealth management experience, dating back to 1992. He has also been a financial advisor for 15 of those years, focusing on financial planning for high-net-worth clients. He joined Pinnacle in 2020, making a significant impact in expanding investment services for our clients throughout Pinnacle’s Southeastern footprint by recruiting multiple successful advisors in each state. He is on the advisory board for the Foundation of Hope and volunteers at the Walk for Hope in the Triangle.
Sears came to Pinnacle from Wells Fargo Advisors, where he worked for nearly 20 years, serving in various roles such as regional brokerage manager, regional business manager, branch manager and financial advisor.
Sears earned a bachelor’s degree in international relations from the University of Pennsylvania in Philadelphia, where he competed on the varsity lightweight rowing team. He holds Series 3, 7, 9, 10, 24, 63, 65, and North Carolina life and health insurance licenses.
Check the background of these investment professionals on FINRA's Broker Check.
All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Quick Links