Brad Sears

Brad Sears

Brad Sears
Branch Manager, Carolinas & Virginia, RJFS | Managing Director, Pinnacle Asset Management


2312 Bridgeport Drive
Raleigh, NC27615
Phone: 919.433.9471
Fax: 855.628.4983
Email

Brad Sears is a managing director for Pinnacle Asset Management in the Carolinas and Virginia. He is based at the Raleigh, NC, wealth management office. Pinnacle Asset Management’s advisors offer fee-based investment management by working with Raymond James Financial Inc., member FINRA/SIPC

Sears has been in various leadership roles in the Carolinas and Virginia for over half of his 28 years of wealth management experience. He joined the firm in 2020, making a significant impact in expanding investment services for clients in the Carolinas and Virginia.

Sears came to Pinnacle from Wells Fargo Advisors, where he worked for nearly 20 years, serving as a senior vice president and Carolina East Regional Brokerage Manager.

Sears earned his bachelor’s degree in international relations from the University of Pennsylvania in Philadelphia. He holds Series 3, 7, 9, 10, 24, 63, 65, and North Carolina Life and Health Insurance Licenses.

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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

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 independent of Raymond James Financial Services.

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.

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