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Sheila B. Collins
President/CEO
Sheila has been involved in the investment management services industry since 1978, when she served as the Chief Compliance Officer of Sears Thompson Investment Group, Jacksonville Florida.  During this time she managed the compliance and investment services for the boutique firm.  She then formed Collins Capital Management, in 2002. She currently holds a Series 7, 24, 28, 66, 51 and Florida Insurance licenses and is a Registered Representative of INVEST Financial Corporation. Her firm became a Federally Registered Advisor in 2007. She is a portfolio manager and lead Advisor. She serves on the investment committee. She is active in her community and has served on the Brooks Health Foundation Board, Ribault Club Steering Committee, Sherriff’s Advisory Council and various other community boards.  She is a member of Women Business Owners and the 2007 Cambridge Who’s Who.  She also contributes to various charities within the community. She is also an Affiliate Member of the CFA Institute. She is also a member of the American Society of Women Accountants (ASWA).

 

Helen Rake CFP® Representative
Investment Advisor/Principal,
INVEST Financial Corporation
Helen Rake has been the investment industry for over 7 years.  She is registered and holds a Series 7, 24, 66 and Florida insurance license. In November of 2004 she became a Certified Financial Planner. She serves on the investment committee. Helen has been associated with Collins Capital Management since March of 2004. She is involved in workshops dedicated to women’s financial health and security and has made it a priority to educate the women of our community. She is a former member of the Board of Directors of the Enterprising Women’s Leadership Institute and a member of the Women’s Chamber of Commerce. She is a member of Women Business Owners. She is also a member of the American Society of Women Accountants (ASWA).

 

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.  He serves on the investment committee. Mr. Farmer has been associated with Collins Capital Management since September of 2003 where he serves as an independent investment advisor/representative and is a Registered Representative of INVEST Financial Corporation.  

Donald D. Zell
Senior Account Executive
Don, Senior Account Executive, has been active in the securities and investment business for over 40 years. Prior to working for Collins Capital Management, 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 INVEST Financial Corporation.

 




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