Sheila Collins, President
Senior Portfolio Manager
Sheila Collins has been involved in the Financial Services industry since 1978 in all areas of compliance and investment management. In 2002, she formed Collins Capital Management, Inc. (CCMI), an S.E.C. Registered Investment Advisor, to serve the complex needs of affluent individuals, corporations, family trusts and estates. Ms. Collins holds a Series 7, 24, 28, 66, 51 and Florida insurance licenses and is a Registered Representative of INVEST Financial Corporation. 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’s Advisory Council (SHADCO). She also participates in various community charities.

She was a member of the American Society of Women Accountants (ASWA), Women Business Owners (WBO) and is an affiliate member of the CFA Institute.

In 2007 she 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 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 nonprofit organization. NABCAP was created to establish mutual standards and practices among investors and advisory practices.

Helen M. Rake, CFP®
Principal & Portfolio Manager
Helen Rake has been a part of the investment industry since 1999. She holds Series 7, 24, 63 and 65 securities licenses as well as a Florida insurance license. In November of 2004, she became a CERTIFIED FINANCIAL PLANNER™ Professional. Ms. Rake has been associated 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. She is a member of the American Society of Women Accountants (ASWA), the Chartered Financial Analyst Institute (CFA), the US Green Builder’s Council of NE Florida and The Girls Gone Green. Helen has made it a mission to bring a better understanding of Socially Responsible Investing (SRI) to consumers and investors on the First Coast and beyond.

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 INVEST Financial Corporation. 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 INVEST Financial Corporation. 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 INVEST Financial Corporation 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 and Florida insurance licenses. Mr. Pope is also Registered Representative of INVEST Financial Corporation. He serves on the CCMI investment committee. An active volunteer member of Ducks Unlimited, Inc. since 1983, he was elected President in May 2009.

Belinda Robinson, CRPS
Investment Advisor Representative
Belinda Robinson became a Financial Advisor in 2003, after 25 years in business management. Ms. Robinson obtained securities and insurance licenses after becoming interested in estate planning, investments and wealth transfer as a result of managing her family’s estates. In 2006, she obtained the Chartered Retirement Plan Specialist (CPRS) designation. She is an active member of EWGA (Executive Women’s Golf Association) and WBO (Women Business Owners) and gives back to our community through The Donna Hicken Foundation, Daughters of the Nile and various other charitable and service organizations. Belinda has been proud to call Jacksonville home since 1999 after moving from her native state of Georgia. Belinda is a Registered Representative of the INVEST Financial Corporation.

Disclosures
Collins Capital Management Inc. is a registered Investment Advisor with the United States Securities and Exchange Commission.

INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer is not affiliated with Collins Capital Management, Inc. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies. Advisory Services are offered through Collins Capital Management, Inc.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities, or (b) rendering personalized investment advice for compensation.