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, and eventually transitioned 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

Rose Morris

Client Service Manager

 

 

 

 

 

Phone: 704-243-5420

Email: rose.morris@lpl.com

 

Rose Morris is a seasoned administrative assistant and client services manager with extensive experience in supply chain management and logistics. As a United States Army veteran, she brings dedication and drive to every aspect of her work, particularly in managing complex office operations.  Rose attended the University of North Georgia (ROTC) and is now medically retired from service. 

  • Expertise and Skills
  • Proven track record of increasing efficiency across all departments
  • Fostering a positive work environment
  • Calendar management
  • Workflow streamlining
  • Impeccable communication skills