Campbell Wealth Management Employee Directory

Q: What is Campbell Wealth Management known for?

Campbell Wealth Management was founded in 2003. Campbell Wealth Management operates in the Financial Services industry.

Q: How many employees does Campbell Wealth Management have currently?

Campbell Wealth Management has approximately 32 employees.

Financial ServicesVirginia, United States11-50 Employees

Campbell Wealth Management is a full service financial planning firm, and we operate differently from most other financial planners in the marketplace.

At Campbell Wealth, we work solely with individuals near or in retirement. Because our clients are entering a very important phase of their lives, we have tailored our professional approach to address specific challenges you face.

What’s revolutionary about Campbell Wealth’s process is the comprehensive financial blueprint that we develop for every client. Once it’s finished, we review that plan, annually (more often if necessary), to track progress and make adjustments. This ongoing process builds trust, accountability, and certainty in retirement.

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities.

FINRA: www.finra.org
SIPC: www.sipc.org

Find Campbell Wealth Management employees' phone numbers or email addresses

Campbell Wealth Management Global Highlights

North America
37

United States Of America
35
Canada
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Campbell Wealth Management's Leadership

K. C.
Chief Financial Officera�a
Mobile Phone
Email
B. H.
Director Of Operations
Mobile Phone
Email
M. T. W.
Director Of Investment Management
Mobile Phone
Email
K. S.
Marketing Manager
Mobile Phone
Email
B. S. C.
Wealth Manager
Mobile Phone
Email
P. D.
Client Services Manager
Mobile Phone
Email
E. B. C. A.
Wealth Manager
Mobile Phone
Email
M. G.
Wealth Manager Associate
Mobile Phone
Email

Contact profiles from Campbell Wealth Management

Name

Title

Contact Info

Location

Last Update

R. B.
Wealth Manager
Mobile Phone
Email
Oct 23, 2024
A. R. M.
Senior Wealth Management Associate
Mobile Phone
Email
United StatesDistrict of Columbia
Jul 26, 2024
K. P.
Senior Client Service Associate
Mobile Phone
Email
United StatesNorth Carolina
Oct 18, 2024
C. O.
Marketing Associate
Mobile Phone
Email
Oct 19, 2025
E. S.
Trading And Investments Associate
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
J. R.
Wealth Advisor
Mobile Phone
Email
UNITED STATES
Aug 01, 2024
J. T.
Transitions Associate
Mobile Phone
Email
United States
Jan 13, 2025
L. B.
Client Associate
Mobile Phone
Email
United StatesArkansas
Feb 23, 2024
N. T.
Trading And Investments Associate
Mobile Phone
Email
United StatesNew York
May 20, 2022
W. J.
Wealth Client Specialist Ii
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Campbell Wealth Management known for?

Campbell Wealth Management was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-703-535-****

. Explore Campbell Wealth Management's company overview page for more information.

What is Campbell Wealth Management's most common email format?

Campbell Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Campbell Wealth Management email formats with LeadIQ.

How many employees does Campbell Wealth Management have currently?

Campbell Wealth Management has approximately 32 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Campbell Wealth Management's key employees and leadership?

As of December 2025, Campbell Wealth Management's key employees include:

Chief Financial Officera�a: K. C.
Director Of Operations: B. H.
Director Of Investment Management: M. T. W.
Marketing Manager: K. S.
Wealth Manager: B. S. C.

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