Campbell Wealth Management

Description

Address: 330 John Carlyle St Suite 600, Alexandria, VA 22314 Hours: Closed ⋅ Opens 8AM Mon Friday8AM–4PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (703) 535-5300Category: : Website: : Place name: : : : : Website: http://www.campbellwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Campbell Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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Campbell Wealth Management Employees

Employee
Years
Job
Industry
Amy Midkiff Amy Midkiff Washington D.C. Metro Area Details
Amy Midkiff's Campbell Wealth Management Experience December 2013 - Present
Job Client Services Coordinator at Campbell Wealth Management
Industry Consumer Services
Experience
Campbell Wealth Management   December 2013 - Present
Monument Wealth Management   July 2013 - November 2013
McIntosh Strategies, LLC   January 2012 - November 2013
Dinolt Becnel & Wells Investigative Group LLC   September 2010 - December 2011
Trader Joe's  January 2009 - December 2010
COPE Community Services  February 2006 - January 2009
University of Arizona  June 1999 - July 1999

Skills
Research, Social Media, Strategy, Adobe Creative Suite, Strategic Planning, Event Planning, Project Planning, Private Investigations, Microsoft Office, Mac, Program Management, Team Building, Entrepreneurship, Technical Writing, Psychology, Criminal Justice, Team Leadership, Market Research, Apple Macintosh, Adobe Acrobat, Strategic Communications, Advertising, Start-ups, PC, Mental Health, Crisis Management, Crisis Intervention, Report Writing, Government, Criminal Investigations, Civil Litigation, Crisis Counseling, Web Analytics, User Interface Design, Non-profit Volunteer, Managing Database, Fundraising, Financial Management..., Compliance, Manage Client..., Office Administration, Leadership, CRM

Education
University of Arizona   2002 — 2005
Bachelor of Science, Psychology, 3.7

Willamette University   2001 — 2002
Psychology

Glenn Guard, CFA Glenn Guard, CFA Norfolk, Virginia Area Details
Glenn Guard, CFA's Campbell Wealth Management Experience March 2012 - October 2014
Job Vice President, Senior Investment Advisor at PNC
Industry Investment Management
Experience
PNC  November 2014 - Present
Campbell Wealth Management   March 2012 - October 2014
Palladium Registered Investment Advisors   January 2011 - January 2012
Chase Investment Counsel   November 2009 - December 2010
Davidson & Garrard   July 2005 - November 2009
Legg Mason  December 1998 - March 2005

Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investments, Equities, Fixed Income, Investment Advisory, Asset Managment, Wealth Management..., Wealth Management, Financial Analysis, Financial Modeling, Equity Derivatives, Equity Research, Private Equity, Equity Valuation, Equity Capital Markets, Management Consulting, Investor Relations, Investment Banking, Financial Markets, IPO, Due Diligence, Trading, Strategic Financial..., Investment Properties, Finance, Investment Management, Management, Managerial Finance, Fixed Income Analysis, Hedge Funds, Asset Management, Media Relations, M&A experience, Derivatives, Bloomberg, Financial Services, Series 63, Wealth, Valuation, Series 7, Mergers, Capital Markets, Financial Planning, Financial Management, Fixed Income Research, People Management, M&A due diligence, Real Estate Investment

Education
American University
B.S.B.A, International Finance

The Johns Hopkins University - Carey Business School
MBA, Finance

Jacqueline Stout Jacqueline Stout Tampa/St. Petersburg, Florida Area Details
Jacqueline Stout's Campbell Wealth Management Experience February 2008 - November 2008
Job Lead Business Systems Analyst at Merkle
Industry Information Technology and Services
Experience
Merkle  March 2014 - Present
Merkle  January 2012 - March 2014
Catalina Marketing  September 2011 - January 2012
AARP  February 2011 - September 2011
Guident Technologies  October 2010 - January 2011
Society for Human Resource Management  November 2008 - October 2010
Campbell Wealth Management   February 2008 - November 2008
Ann Taylor  June 2007 - December 2007
Scott-McRae Automotive Group  2005 - 2007

Skills
Strategic Planning, Access, Program Management, Data Analysis, Project Management, Business Intelligence, Analytics, SQL, Netezza, Microsoft SQL Server, Business Analysis, SDLC, Enterprise Architecture

Education
University of Florida   2003 — 2007
BSBA, Marketing, with English minor.

Sharon Storey Sharon Storey Washington D.C. Metro Area Details
Sharon Storey's Campbell Wealth Management Experience March 2007 - May 2008
Job Microsoft Dynamics CRM System Analyst at ICF International
Industry Information Technology and Services
Experience
ICF International  December 2013 - Present
Catapult Systems  August 2012 - December 2013
Edelman Financial Services  April 2010 - April 2012
Edelman Financial Services  June 2008 - April 2010
Campbell Wealth Management   March 2007 - May 2008
NVMS  June 2005 - February 2007

Skills
SharePoint, CRM, Agile Methodologies, Scrum, Business Analysis, Software Consulting, Microsoft Dynamics, Microsoft SQL Server, Microsoft Excel, Microsoft CRM, Process Improvement, Software Documentation

Education
George Mason University   2009 — 2010
Tech Advance Certificate, Web Design and Development

Christendom College   2001 — 2005
Bachelor of Arts (B.A.)

Alexsandra Remorenko Alexsandra Remorenko Boston, Massachusetts Details
Alexsandra Remorenko's Campbell Wealth Management Experience August 2012 - May 2013
Job Compliance Officer at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners LLC  June 2013 - Present
Northern Virginia Community College  May 2007 - Present
Les Mills  January 2013 - Present
Campbell Wealth Management   August 2012 - May 2013
Gadsby's Tavern Museum  July 2004 - December 2012
Bank of Georgetown  April 2012 - August 2012
FBR & Co.   September 2011 - April 2012
FBR & Co.   August 2011 - April 2012
FBR & Co.   February 2010 - April 2012
FBR & Co.   July 2009 - August 2011

Skills
Non-profits, Policy, Microsoft Office, Editing, Analysis, Leadership, Series 7, Securities, Financial Services, Investments, Public Speaking, Microsoft Word, Teaching, Investment Banking, FINRA, Nonprofits, PowerPoint, Microsoft Excel, Legal Research, Securities Regulation, Due Diligence, Series 24, Investment Advisory, Alternative Investments, Variable Annuities, FINRA CRD, Protegent PTA, Oracle Financials, Compliance, Series 87, Control Room

Education
The George Washington University   2004 — 2007
MA, Art History

University of Virginia   1993 — 1997
BA, Art History/Environmental Science

Chris Westerman, CFP® Chris Westerman, CFP® Norfolk, Virginia Area Details
Chris Westerman, CFP®'s Campbell Wealth Management Experience August 2011 - October 2012
Job Financial Advisor at Mass Mutual
Industry Financial Services
Experience
Mass Mutual  October 2013 - Present
The Meakem Group   November 2012 - October 2013
Campbell Wealth Management   August 2011 - October 2012
InvestForLess, LLC   September 2009 - August 2011
The Hartford  September 2005 - September 2009

Skills
Retirement, Wealth Management, Estate Planning, Strategic Financial..., Financial Planning, Investment Advisory, Mutual Funds, Investments, Annuities, Retirement Planning, Asset Management, Insurance Planning

Education
University of Florida   2001 — 2005
BS, Health Science

Vann Lefcoe Leadership Program

Yale Lewis, MBA, CFP ® Yale Lewis, MBA, CFP ® Washington D.C. Metro Area Details
Yale Lewis, MBA, CFP ®'s Campbell Wealth Management Experience January 2009 - December 2009
Job Director of Investment & Planning Services at Mylestone Plans
Industry Financial Services
Experience
Mylestone Plans   January 2014 - Present
Merrill Edge  January 2011 - November 2013
LPL Financial  January 2010 - December 2010
Campbell Wealth Management   January 2009 - December 2009
Northwestern Mutual Financial Network  May 2004 - December 2008
Charles Schwab and Company  May 2000 - May 2004
ProFunds Advisors, Inc.   January 1999 - April 2000
Edelman Financial Services  September 1996 - November 1998
American Express Financial Advisors  December 1995 - July 1996
Schabacker Investment Management   December 1986 - September 1995

Skills
Financial Planning, Investments, Compliance, Wealth Management, Series 66, Estate Planning, Series 7, Securities, Financial Advisory, Annuities, Retirement, Retirement Planning, Insurance, Investment Advisory, Mutual Funds, Asset Management, Annuity, Asset Allocation, 401k, Portfolios, Brokerage, Investment Strategies, Personal Finance, Brokers, IRA's, Bonds, Series 63, Servicing, Portfolio Management, Savings, Financial Markets, Equities

Education
University of Maryland College Park   1984 — 1986
MBA, Business

Vassar College   1980 — 1984
BA, Liberal Arts

Kelly Campbell, CFP, CMFC, ChFC, AIF Kelly Campbell, CFP, CMFC, ChFC, AIF Washington D.C. Metro Area Details
Kelly Campbell, CFP, CMFC, ChFC, AIF's Campbell Wealth Management Experience 2003 - Present
Job CEO of Campbell Wealth Management (A Registered Investment Advisor)
Industry Financial Services
Experience
Campbell Wealth Management   2003 - Present
Signator Investors & AXA Advisors   September 1991 - September 2003
AXA Advisors  1991 - 1999

Skills
Private Wealth..., Estate Planning, Public Speaking, Writing Skills, Financial Planning, Wealth Management, Retirement Planning, Wealth Management..., Strategic Financial..., Wealth, Strategy, Financial Advisory, Insurance, Investment Management, Small Business, Investments, Long-term Care, Financial Planners, Disability Insurance, Investment Advisory, Personal Finance, Life Insurance, Fixed Annuities

Education
American College for Financial Planning   1997 — 1999
CFP, Financial Planning

University of Maryland College Park   1988 — 1991
BS, Finance

Dave Spence Dave Spence Washington D.C. Metro Area Details
Dave Spence's Campbell Wealth Management Experience January 2004 - November 2006
Job CPA & CFP®| Fee Based Investment Advice | IRA Rollover Expert | Estate Planning | Business Succession Planning
Industry Financial Services
Experience
Palladium Wealth Management   2006 - Present
Omega Systems Group Incorporated   1995 - Present
Campbell Wealth Management   January 2004 - November 2006
AXA Advisors  May 1985 - January 2004
James M. Bridges, Ltd, CPA   June 1979 - February 1985

Skills
Retirement Planning, 401 K Rollovers, Retirement Plan..., Charitable Giving, Wealth Transfer, Managed Money, IRA Rollovers, Insurance Solutions, Investment Strategies, Asset Allocation, Alternative Investments, Private Wealth..., Wealth Preservation, Operational Risk..., Enterprise Risk..., Risk Management, Risk Mitigation, Risk Analysis, Investments, Asset Management, Roth IRAs, Trusts, Long Term Care Insurance, Disability Insurance, Life Insurance, TSP Rollovers, TSA Rollovers, Retirement Plan..., Estate Tax Planning, Personal Tax Planning, Buy-sell Agreements, Executive Benefit..., Rollovers, Financial Planning, Estate Planning

Education
Miami University   1975 — 1979
BS, Accounting

Steubenville Catholic Central High School   1971 — 1975
High School Diploma

Blessed Sacrament Elementary School   1963 — 1971

Carla Valdes Carla Valdes Washington D.C. Metro Area Details
Carla Valdes's Campbell Wealth Management Experience June 2010 - May 2011
Job Founder of @Handpressions
Industry Venture Capital & Private Equity
Experience
Handpressions   August 2013 - Present
Fortify.vc  May 2011 - Present
TheFort.vc   January 2012 - August 2013
Fortify.vc  October 2011 - January 2013
Campbell Wealth Management   June 2010 - May 2011
Liljenquist & Beckstead Jewelers  May 2006 - June 2010

Skills
Venture Capital, Fundraising, New Business Development, Social Media, Public Relations, Community Relations, Community Outreach, Start-ups, Marketing Strategy, Leadership, Community Development, Entrepreneurship, Management, Business Development, Business Strategy, CRM, E-commerce, Investments, Online Marketing, Program Management, Sales, Strategic Partnerships, Strategic Planning, Marketing, SEO

Education
George Mason University   2006 — 2009
Bachelor’s Degree, Communications/Public Relations

Deborah Kindrick Deborah Kindrick Washington D.C. Metro Area Details
Deborah Kindrick's Campbell Wealth Management Experience November 2007 - September 2009
Job Strategic Planning Associate at AARP
Industry Nonprofit Organization Management
Experience
AARP  May 2010 - Present
Congressional Black Caucus Foundation  September 2009 - April 2010
Campbell Wealth Management   November 2007 - September 2009
Lindsay Lexus of Alexandria  July 1994 - September 2007

Skills
Strategic Planning, Microsoft Office, Community Outreach, Project Management, Marketing, Program Management, Nonprofits, Event Planning, Customer Service, Team Leadership, Marketing Communications, Business Development, Marketing Strategy, Account Management, Budgets, Social Media, PowerPoint, Contract Negotiation, Social Media Marketing, Business Strategy, Leadership, Analysis, Sales

Education
Institute of Christian Education @ MZBC/Evangelical Training Association
Leadership in Church Ministries Certificate

Northern Virginia Community College
Accounting & American Sign Language

Phillips Business College
Accounting

Yuba College
Accounting