Brian Campbell is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1983, he provides clients with a tailored approach to investing and risk management informed by his extensive experience and access to the global resources of Merrill Lynch Wealth Management, Bank of America, and Bank of America Private Bank. His client focus areas include family wealth management strategies, personal retirement planning, and special needs planning strategies.
Brian holds a bachelor's degree from St. Francis College and has completed accredited certificate programs from Officer Candidate School and the University of Southern California. He holds several FINRA registrations (Series 3, 5, 7, 8, 15, 31, 63, and 65) and the designation of Chartered Retirement Planning Counselor (CRPC). He is also a qualified Senior Portfolio Advisor through Merrill Lynch's Investment Advisory Program. Prior to his career in finance, Brian served as an officer in the United States Marine Corps.
In addition to his professional work, Brian is involved with various organizations including the Marine Corps-Law Enforcement Foundation, the Bank of America Disability Advocacy Network, and the Military Support Assistance Group of Bank of America. He is a member of The Army Navy Club in Washington D.C. and the Order of Malta, American Association. His personal interests include boxing, gardening, and spending time with his family.