About Us

Meet Our Team

William Campbell, Jr.

William M. Campbell, Jr., CFP, CIMA, CPWA

Private Wealth Financial Advisor
Managing Director - Investments

Eric W. Lord

Senior Financial Advisor
Senior Vice President - Investments

Brian Palmquist, CRPC

Vice President - Investments

Why Invest With Us

Why Invest With Us
© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.