Sheila Collins, President
Senior Portfolio Manager
Sheila Collins has served in the Investment Management industry since 1978 in all areas of compliance and investment management. In 2002, Collins Capital Management, Inc. (CCMI) was formed and is a Registered Investment Advisory firm. The firm is structured to serve the complex needs of affluent individuals, corporations, family trusts and estates. Ms. Collins utilizes the services of Fidelity Institutional Wealth Services, one of the world's largest financial services companies. She holds registrations in Series 7, 24, 28, 66, 51 and Florida insurance licenses and licenses are held with Triad-Advisors. As lead Advisor and Portfolio Manager, she directs day to day portfolio management and operations of the firm and heads the Investment Committee.

Past community service includes serving on the Board of Directors of Hubbard House, Board of Brooks Health Foundation, Ribault Club Steering Committee, Sheriff Advisory Council (SHADCO). She was a member of the American Society of Women Accountants (ASWA), Women Business Owners (WBO) and was an affiliate member of the CFA Institute. In 2007, Ms. Collins was recognized as an Honored Member of the Cambridge Who's Who. In 2008 she was recognized and awarded through Jacksonville Business Journal's as a Women of Influence. In 2010 and also 2011 we were recognized and included in the Premier Advisor List for North East Florida after completing a structured review by the National Association of Board Certified Advisory Practices, (NABCAP), a non-profit organization. NABCAP was created to establish mutual standards and practices among investors and advisory practices.

Helen M. Rake, CFP®
Principal & Portfolio Manager
Since 1999, Helen Rake has strived to improve lives through her work in the investment industry. From the beginning she has promoted greater awareness of the unique financial challenges women face and now in the same spirit of service, works to educate the investing public on all forms of Socially Responsible Investing. Ms. Rake has been with Collins Capital Management since March of 2004 where she serves as a Principal of the firm, Portfolio Manager and a member of the firm's Investment Committee. In 2010, she developed and launched the firm's first Socially Responsible Model Portfolio along with research tools to customize allocations according to various environmental, social, moral and governance criteria. In 2011, Helen founded the Northeast Florida Green Chamber, a chapter of the Green Chamber of the South, and serves as the President. She is a member of the US Green Builder's Council of NE Florida, The World Affairs Council of Jacksonville and The Girls Gone Green.

Dale Farmer
Investment Advisor Representative
Dale has been in the securities industry for 30 years. He is a graduate of the University of Delaware with a degree in Economics. Hired by Merrill Lynch in 1978, Mr. Farmer has advised clients through both good and difficult market environments. Joining E.F. Hutton in 1981 (acquired in later years by Solomon Smith Barney), he and his family have been delighted to call Jacksonville, Florida home for the past 27 years. Mr. Farmer has been associated with Collins Capital Management since September of 2003 where he is an independent Investment Advisor Representative and a Registered Representative of Triad Advisors. He serves on the CCMI investment committee.

Patricia Lawrence
Financial Advisor
Patricia Lawrence has 25 years of experience in the Financial Services industry. In addition to her role as a Financial Advisor, she has also served as a Trust Officer and Operations Manager. Mrs. Lawrence holds a Series 7, 63, 66 and Life, Health and Variable Annuity licenses and is a Registered Representative of Triad Advisors. She is a graduate of the University of Florida with a Bachelor of Science degree in Business Administration. She serves on the Collins Capital Management investment committee. Mrs. Lawrence is Treasurer of the Jacksonville Alumnae Panhellenic Association and an active member of the Jacksonville alumnae group of Kappa Kappa Gamma Fraternity.

Donald D. Zell
Account Executive
Don has been active in the securities and investment business for over 40 years. Prior to working for Collins Capital Management (CCMI), Mr. Zell has worked for various investment firms including E. F. Hutton and Smith Barney. Over the years he has gained extensive knowledge in both public and private market investments. Mr. Zell has an Engineering Degree from Georgia Tech. In addition, Don has been very active in the Jacksonville community. He has worked closely with The Florida Community College for almost 30 years holding such positions as Chairman of the Board of Trustees and President of the Foundation. Mr. Zell helped to establish the Greater Jacksonville Open, which later became The Players Championship. He served as Tournament Chairman in 1979 and is still actively involved in the tournament via the Past Chairman Redcoat Board. Don is a Registered Representative of Triad Advisors and serves on the CCMI investment committee.

John R. Pope
Financial Advisor
John Pope has 36 years of experience in the financial services industry. Prior to becoming a financial advisor, he served as a Trust Officer with Peoples Bank of Lakeland and Barnett Banks Trust Company, working with high net worth clients. Mr. Pope has worked with various investment firms, including Robinson-Humphrey, J.C. Bradford and Allen C. Ewing. He is a graduate of the University of Florida and the Florida Bankers Trust School. He holds a Series 7, 63 & 66 and Florida insurance licenses. Mr. Pope is also Registered Representative of Triad Advisors. He serves on the CCMI investment committee. An active volunteer member of Ducks Unlimited, Inc. since 1983, he was elected President in May 2009.