Brad Sears

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.