Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
William M. Campbell, Jr., CFP, CIMA, CPWAPrivate Wealth Financial Advisor
Managing Director - Investments
Bill’s detailed, custom-tailored approach combined with his deep financial experience and intimate understanding of each client’s needs has established him as a trusted counselor on whom his clients depend for advice, especially in critical times of market distress — when fortunes and financial dreams can be maintained or ruined. He strives to provide his clients with proactive, personalized financial guidance to help assuage their concerns and bolster their confidence through life changes as well as market volatility.
Bill boasts four decades of financial experience, including nearly 25 years as a financial advisor following more than 15 years in banking as a branch manager, commercial lender and private banker. He joined Wells Fargo Advisors in 2003. In his career he has enhanced his professional knowledge and credentials by completing several rigorous certifications, including as a CERTIFIED FINANCIAL PLANNER® professional, Certified Investment Management Analyst® and Certified Private Wealth Advisor®.
Bill grew up in Everett and attended Lewis and Clark College in Portland and the University of Paris, Sorbonne. Today Bill and his wife, Christine, live in Seattle and have two young adult children. Together they attend cultural events like the Seattle Repertory Theater and spend time outdoors waterskiing, snow skiing, hiking and boating. Bill is a former board member of Epiphany School and University Preparatory Academy. He enjoys riding in his 1973 Triumph Bonneville and has his pilot’s license.
Education: Lewis and Clark College, B.A. Business Administration and Management
University of Paris, Sorbonne
Professional: Wells Fargo Advisors 2003–Present
Merrill Lynch 1996–2003
First Interstate Bank of Washington 1982–1996
Credentials: CERTIFIED FINANCIAL PLANNER® professional
Certified Investment Management Analyst®
Certified Private Wealth Advisor®
CA Insurance License Number: 0C09185 Resident State: WA
Eric W. LordSenior Financial Advisor
Senior Vice President - Investments
Committed to the highest level of personal service and professional integrity, Eric emphasizes financial literacy and strives to simplify complex concepts to help ensure his clients have the knowledge they need to make informed decisions. As his clients’ trusted financial coach, he is known for his steady guidance, prudent counsel and proactive approach. Eric has been recognized as a Wells Fargo Advisors Premier Advisor from 2015 to 2020.1
A Seattle native, Eric grew up in Broadview and now lives near Sand Point. He and his wife, Kristi, and their three sons stay busy enjoying all the Pacific Northwest has to offer. Eric volunteers with student and alumni groups at the University of Washington. Not known to sit still for long, he enjoys running, golf, hiking, biking, soccer and snow skiing in his spare time. He is proud to have completed the New York City Marathon, and summit Mount Kilimanjaro by his 40th.
1 The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
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CA Insurance License Number: 0H34314. Resident State: WA
Brian Palmquist, CRPCVice President - Investments
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.