Kelly Campbell, President and CEO, Campbell Wealth Management

Rebecca with Kelly Campbell
Rebecca with Kelly Cambell

Kelly Campbell is a Certified Financial Planner, Chartered Financial Consultant, and Char­tered Mutual Fund Counselor with over 16 years of experi­ence in financial planning*. As the Principal of Campbell Wealth Management, an independent, Northern Virginia/Washington, DC–based firm with consultants having more than $160 million in assets under management (through LPL Financial), Mr. Campbell’s vision is to pro­vide superior service and financial security to his clients.  Mr. Campbell is a well known and highly regarded expert who provides comprehensive individual financial planning, retirement plan­ning, cash flow analysis, asset allocation, money manager strategy, tax review and estate plan­ning. Kiplinger’s Personal Finance (Kiplinger Magazine 2005) profiled him in their edition of “Who’s Who of Virginia Certified Financial PlannerTM Professionals.” CPA Wealth Provider (www.webcpa.com) gave Campbell Wealth Management and Kelly Campbell honorable mention in their Financial Planning Awards of Excellence for 2007. Virginia Business recently ranked Mr. Campbell and his firm #7 in their 2007 Winner’s Circle for Virginia’s top wealth advisors (ranking methodology available at www.wcorg.com).  In addition, Mr. Campbell has appeared in Investment News, ABA Journal, The Lawyer’s Magazine, Frederick News Post, the Journal of Accountancy, and LOMA Society of Hartford/Springfield Newsletter. Mr. Campbell has hosted a radio program on WMAL AM630 and has appeared on Forever Young TV locally and Fox Business News, ABC’s Nightline and CNBC’s Power Lunch nationally. He has also been mentioned on various websites including www.9NEWS.com (NBC Channel 9 news in Denver, Co.) www.insurancebroadcasting.com, www.topix.net, and www.redtram.com.  

Mr. Campbell is a graduate of University of Maryland. He is a member of the Million Dollar Round Table, Vistage and Wiser Advisory. He is an active philanthropist for Girl Scouts of the USA, Wolf Trap and INOVA Health System. While he enjoys boating and running marathons in his spare time, the real highlight of his life is returning to his home in Mason Neck, Virginia, after a hard day’s work to be greeted by wife Kim, daughter Codie, and sons Conner and Carter.

 

from  http://campbellwealth.com/  

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