Christy Campbell - Raymond James
Why pick this one
Christy Campbell brings more than 21 years of industry experience and specializes in customized strategies for individuals, institutions and small businesses.
Best for
- Business owners and entrepreneurs needing business planning
- Employers seeking defined benefit, defined contribution or non-qualified retirement plan consulting
- Institutions needing investment consulting and fiduciary support
- Individuals seeking customized financial planning and wealth management
- Clients needing coordination among financial, legal and accounting advisors
Specialties
- Wealth management
- Business planning
- Corporate retirement plan consulting
- ERISA plan consulting
- Defined benefit plan strategies
- Defined contribution plan strategies
- Non-qualified plan strategies
- Institutional consulting
- Financial planning
Certifications
- Certified Plan Fiduciary Advisor designee
- Certified 401(k) Professional designation
What makes them different
- Christy Campbell has more than 21 years of industry experience, including 16 years with Merrill
- Campbell works with individual clients, institutions and small businesses on customized strategies
- Campbell has experience with defined benefit, defined contribution and non-qualified ERISA plans
- The practice coordinates with clients' attorneys and accountants when appropriate
- The practice combines Alex. Brown's wealth management heritage with Raymond James resources
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 100 N Main St Ste 2400, Winston Salem, NC 27101
- Phone
- 3367246291
- Website
- https://www.alexbrown.com/christycampbell
- christy.campbell@alexbrown.com
Services
- Investment consulting
- Financial planning
- Portfolio and investment advice
- Corporate retirement plan consulting
- Education planning
- Business planning
- Institutional consulting
- Asset and risk management