Why I Became A Wealth Advisor

“Living your best life” means something different to each individual. Some people prioritize health, others wealth, others relationships or experiences. The list is endless. One thing I learned early in my career, though, is that financial security can help you pursue and achieve your dreams, no matter how big they are. 

I spent a large portion of my career as a cog in the wheel of capitalism, trading stocks for a large national bank. Over time, I realized that while there was value in what I did, it lacked an authentic person-to-person element. I value people. And I wanted to work with a team that genuinely helped people reach meaningful personal goals.

Each day, I wake up excited about my job and the fact that my hard work and dedication to my clients can have an enormous impact on their lives. I know that by getting to know my clients, and helping to educate them, I can help improve their financial futures and subsequently, their lives. I can equip them with knowledge to inform and empower them to make sound financial decisions, which can then positively impact future generations.

After graduating from the University of Richmond, where I earned a BA in Economics, I jumped right into the financial world working as a financial advisor and next, a portfolio manager. I then spent 16 years honing my skills as a Sector Trader and Head of Equity Trading with SunTrust Robinson Humphrey. I excelled in my work, but I couldn’t shake the feeling that I could be doing more. I truly want to do my part to make the world a better place. In 2017 I started at FMF&E Wealth Management (now Parkwoods Wealth Partners), and now I have the honor to serve clients and make a positive change in their lives so they can get the best life possible with the money they have.

As a Wealth Advisor, I get to spend my days doing what I dreamed of—helping business owners and retirees build wealth and set themselves up for a secure future while still having the time and energy to do what they love. I specialize in walking my clients through big life changes. I ask the tough questions, and get to know them as a person so I can guide them down the best path to financial health.

As a husband and father of two, I know firsthand the importance of wise financial planning. It is a responsibility I take very personally. The best part of my job is getting to shake my clients’ hands, look them in the eye, and watch them grow in confidence about their financial future. 

I’d love to meet you, get to know you, and find out more about your goals and values. I look forward to hearing you explain your worries and the unique challenges you’re facing on your financial journey. Together, we can create a customized plan and help you get a sense of freedom to live the life you want. With my unique set of skills and expertise, there’s no reason for you to go it alone! Take the first step today and reach out to me at jeff.campbell@parkwoodswealthpartners.com.

Jeff Campbell is a Wealth Advisor with Parkwoods Wealth Partners, a financial planning firm committed to providing services and advice that puts you, your family, and your values and goals first. With 25 years of experience in the financial industry, Jeff is passionate about building relationships with his clients, coaching them to make solid financial decisions and guiding them as they work toward the financial future of their dreams. He is known for being a good listener and providing clarity and confidence as he helps business owners secure their retirement and live their best life. Jeff has a bachelor’s degree in Economics from the University of Richmond. When he’s not working, Jeff loves spending time with his wife, Caitlin, his two children, Paige and Colin, and his extended family. He enjoys golfing, traveling, playing the guitar, and seeing live music. To learn more about Jeff, connect with him on LinkedIn.

This post appeared first on www.fmfewealthmgt.com.