Gary Collins
Founder | Managing Partner
Independent Financial Advisor
Phone: 704-243-5420
Fax: 704-670-0647
Email: gary.collins@lpl.com
With over 31 years of experience on Wall Street, Gary began his career in 1993 with Shearson Lehman Brothers and worked with the firm as a Financial Consultant and Consulting Group Associate through its final merger with Smith Barney. In 2005 Gary accepted a position with Morgan Stanley as a Vice President Financial Advisor in Stuart, Florida eventually transitioning his advisory consulting business to Morgan Stanley's offices in Charlotte, North Carolina.
Throughout his career, Gary had always envisioned developing a truly independent investment firm. That vision materialized in 2009 when he launched Stonebridge Financial Group. Stonebridge Financial Group is a boutique firm that keeps clients' objectives in focus while maintaining a commitment to putting service first.
With unsurpassed resources, LPL Financial was chosen as the strategic partner for Stonebridge Financial Group and is responsible for administering all back-office operations and compliance. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.
Gary attended Embry-Riddle Aeronautical University and is a United States Navy veteran. He resides in Waxhaw, North Carolina with his wife Jackie.
Gary currently holds a Series 7 License; General Securities Representative, Series 63 License; Uniform Securities Agent, Series 65 License; Uniform Investment Advisor, registrations through LPL Financial, Insurance; Life, Health and Variable Annuities