With more than 17 years of experience in financial planning and investment management, Scotty Campbell has the accumulated knowledge and perspective to help you with your financial goals. Scotty understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Scotty will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Scotty strives to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investments.
Based on what he learns about you and your goals and an analysis of the current financial markets, Scotty takes time to explain his recommendations and, once you are comfortable with your new plan, Scotty puts it into action and seeks opportunities to adapt to life changes and new goals.
Scotty began his career in financial services in 2007 and previously spent 17 years with Wells Fargo Advisors. Before graduating from the Wells Fargo Advisors’ Client Service Institute in 2007, he lettered in golf at the University of Arkansas for three years before transferring to the University of Central Arkansas, where he earned first-team all-conference and Newcomer of the Year awards. Scotty holds a bachelor’s degree in business administration from the University of Central Arkansas. He has also earned the Chartered Retirement Planning Counselor™, or CRPC™, certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.
Scotty is a lifelong native of Conway, Arkansas. He is married to Rebekah, and is the proud parent of one child, Beau. Today, Scotty provides financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.