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Gerald Thomas Campbell Sr.

Advisor at Guardian Life — Niceville, FL

Updated today

Credentials

Series 66

Experience

8 years

Location

Niceville, FL 32578

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Gerald Campbell Sr. is a financial advisor with Guardian Life and holds a Series 66 designation, bringing eight years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously served 22 years in the United States Air Force. Outside of his advisory role, he coordinates financial education classes for his church and serves on the board of directors for a commercial real estate complex. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions including access to insurance products and alternative investments.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Guardian Life

Founder/Business Owner Executive Financial Professional

Demographic focus

Based on Guardian Life

Approaching retirement Established Professionals Mid-Career Professionals

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement; subscription-based financial planning maximum annual fee of $25,000; business consulting or education services up to $30,000.

Percentage

$0 - $499,999.99: 2.05% $500,000 - $999,999.99: 2.00% $1,000,000 - $1,999,999.99: 1.95% $2,000,000+: 1.90%

Commissions

Commissions are charged on transaction-based brokerage accounts; ticket charges include $10 per transaction in certain programs.

Project-based

Hourly fees generally range from $100/hour to $500/hour.

Subscriptions

Subscription-based financial planning and business consulting services charged annual fees paid monthly or quarterly, up to $25,000 to $30,000 per year.

Other

Account minimum: $5,000

Location

See office

Niceville, FL

4400 E Highway 20, Suite 108 B

Niceville FL 32578

Advisors at this office

1

Most active in

Alabama · Arizona · California · Colorado · District of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Kansas · Kentucky · Louisiana · Maryland · Michigan · Mississippi · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · South Carolina · South Dakota · Texas · Virginia · Washington

Work history

8 years of industry experience

Park Avenue securities

2019 - Present • 7 years

Niceville, FL

Guardian life Insurance Company

2019 - Present • 7 years

Niceville, FL

Park Avenue securities

2018 - 2019 • 1 year

Fort Walton Beach, FL

Guardian life Insurance Company

2017 - 2019 • 2 years

Fort Walton Beach, FL

United States Air Force

1995 - 2017 • 22 years

Eglin Air Force Base, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Joshua S

Series 66

Niceville, FL

Future Path Financial Planning

Joshua Scannell is a financial advisor at Future Path Financial Planning with one year of industry experience. He holds a Series 66 designation and has worked at firms including Legacy Growth Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Joshua's background includes roles outside finance, such as positions at the University of West Florida and SunQuest Cruises. Future Path Financial Planning serves individuals and high-net-worth clients with investment management, financial planning services, and specialized real estate transition and Section 1031 exchange planning. The firm uses a blend of passive and active strategies guided by Modern Portfolio Theory and offers clients discretionary trading authority with the option to set written investment restrictions.

Real estate investing Retirement withdrawal strategies Cash flow / budgeting Business exit / sale strategy General estate planning guidance
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Ryan S

Series 65

Niceville, FL

Vector Check Financial Planning

Ryan Suttlemyre is the principal advisor at Vector Check Financial Planning in Niceville, FL. He holds a Series 65 designation and has experience in the U.S. Air Force spanning 27 years, followed by a career with United Parcel Service. He founded Vector Check Financial Planning in 2026. Vector Check Financial Planning offers project-based, fee-only financial planning services to individuals and high-net-worth clients. The firm focuses on limited-scope, one-time engagements covering areas such as retirement, tax, estate, and business planning, without providing ongoing investment management or custody services.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Airline Pilot Military & Veterans
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Dallis S

Series 65

Fort Walton Beach, FL

D3 Advisors LLC

Dallis Shipe is a financial advisor at D3 Advisors LLC in Fort Walton Beach, FL, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked in real estate with Keller Williams Realty for over a decade and had roles in fitness and contracting industries. D3 Advisors provides investment management, financial planning, wealth management, consulting, and client education to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm uses an asset-allocation-driven investment approach, typically implemented through the Betterment Advisor Solutions platform, combining automated portfolio management with personalized client services.

College savings (529s, UTMA, etc.) Active portfolio management Real estate investing Founder/Business Owner

Brian O

CFP®, EA

Niceville, FL

Winged Wealth Management and Financial Planning

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) Airline Pilot Military & Veterans Government Employee Gen X (Born 1965-1980)
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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