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Lonnie C

Series 65

Moab, UT

Global Wealth Strategies and Associates, LLC

Lonnie Campbell is a financial advisor with Global Wealth Strategies and Associates, LLC holding a Series 65 credential. He has one year of industry experience, having previously worked at Desert Rivers Credit Union, Zions Bank, and Lisbon Valley Mining Co. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, employer-sponsored retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental approach with tactical asset allocation and sector rotation, managing approximately $457 million for around 921 clients through its team of 11 advisors.

Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive
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