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Brian C

CFP®, Series 66

Salt Lake City, UT

Raymond James Financial

Brian Collard is a CFP® with 20 years of industry experience. He is currently an advisor at Raymond James Financial Services Advisors, Inc., having joined in 2026. Prior to this, he worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory role, he is the Chief Financial Officer and part owner of Legacy Marine, LLC, a boatyard specializing in maintenance and painting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Zachary P

Series 63, Series 65

Salt Lake City, UT

Raymond James Financial

Zachary Pille is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at State Street Global Advisors and Morgan Stanley Smith Barney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique services such as municipal advisory affiliation and specialized SIMPLE IRA consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kelsey H

Series 63, Series 66

Salt Lake City, UT

Raymond James Financial

Kelsey Haycock is a financial advisor with Raymond James Financial in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Raymond James in 2026, Haycock worked at Stifel Independent Advisors and Wells Fargo Advisors. Outside of advising, Haycock is a commissioned notary public in the state of Utah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Amanda A

CFP®, Series 66

Salt Lake City, UT

Raymond James Financial

Amanda Arcilesi Simmons is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. She previously worked at Wells Fargo Advisors for 11 years and has owned and managed ALAS Advisors LLC since 2018. Outside of her advisory work, she is involved with the Girl Scouts of Utah as a board member and finance committee member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through specialized affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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