Kelly Campbell is a wealth management financial advisor based in Alexandria, Virginia.
Kelly has been in financial services for more than 35 years. Prior to starting Campbell Wealth Management, which is now CAPTRUST, he realized that many financial services companies only focused on investments. But his belief was that the best retirement has to start with a financial plan or a roadmap to get you to, and then through, retirement. “That’s why I specifically partnered with CAPTRUST,” he says. “They focus on planning like I do and the importance of being a fiduciary.”
Kelly and his team focus on working with people aged 55 or older, in or near retirement. They provide financial, retirement, income, tax, and estate planning, along with investment management.
Outside of the office, he’s part of a very active family. He enjoys traveling to quaint cities as well as waterskiing and snow skiing. Recently, he’s taken up playing polo.
Education
- Bachelor of Science, finance, University of Maryland
Industry Designations
- Accredited Investment Fiduciary®
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Mutual Fund Counselorâ„
Industry Involvement
- Former contributor: Fox Business, CNBC, Kiplinger’s, US News and World Report, and the Washington Post
Memberships
- Investment Committee, Cloverleaf Therapeutic Riding
Awards & Recognition
- Barron’s Top 1200 Advisors | 2021, 2022, 2023, and 2024
- Barron’s Top Advisor in VA: Ranked #8 | 2024
- Forbes Best in State of VA: Ranked # 7 | 2024