Robert Campbell

Rob applies his more than 20 years of experience in the financial services industry to help individuals, families and businesses pursue their short- and long-term goals. It is Rob’s mission to create customized financial plans and to foster long-lasting relationships with those he serves. He strives to help them create and preserve their wealth so they are free to focus on their passions. 

Over the years Rob’s career has run the gamut of working with professional athletes, to professional money managers, to Mom and Pop business owners. He feels he does his best work from a holistic perspective when he can work in concert with your other trusted professionals such as your CPA and Estate Planning Attorney.

Rob earned a bachelor’s degree in business administration with an emphasis in finance from the University of Colorado and attended the Universidad de Alicante in Alicante, Spain. He holds his Series 7, 9, 10, 63, 31 and 65 licenses, as well as his health, life and variable insurance licenses.

Prior to joining Raymond James in 2015, Rob served as a financial advisor with Wells Fargo for 13 years. He began his career as a financial advisor with Morgan Stanley. After arriving at Raymond James, he co-founded First Avenue Wealth Partners which now as a collective whole is five Advisors and two Associates with over 140 years of experience managing wealth for their clients. When not at work you can find Rob spending time with his family and friends in the Colorado outdoors.