Alex. Brown welcomes North Carolina client advisor with $112 million in client assets
ST. PETERSBURG, Fla. – Alex. Brown, a division of Raymond James, recently welcomed client advisor and senior institutional consultant Christy Campbell in Winston-Salem, North Carolina, according to Robert Quick, a regional executive for Alex. Brown.
Campbell was formerly affiliated with Merrill Lynch, where she managed approximately $112 million in client assets. She will join the established team at Thrive Advisory Group, consisting of client advisors Will Taylor, CFP® and W. Colin Walker, and registered client service associate Keaton Riddle. The group, with offices in Winston-Salem, St. Petersburg and Palm Beach, Florida, provides comprehensive financial and investment planning services for a variety of clients, including business owners, individuals, executives, family offices and more.
“The decision to move my practice to Alex. Brown has allowed me to truly focus on individual and institutional client needs, which drives the investment and fiduciary process,” said Campbell. “The systems, data security, technology, efficiencies, and expansive investment platform enable me to build customized strategies that prioritize my clients’ goals. I am grateful for the opportunity to conduct an investment practice that puts clients first.”
A 21-year veteran of the financial services industry, Campbell has extensive experience with employer-sponsored retirement plans. She previously held positions at BB&T and Citigroup Global Markets before her 16-year tenure with Merrill Lynch. Campbell earned her Bachelor of Arts degree from Greensboro College. She is a Certified Plan Fiduciary AdvisorTM and holds the Certified 401(k) Professional® designation.
About Alex. Brown, a division of Raymond James
Alex. Brown, a division of Raymond James offering individuals, high-net-worth families and institutions highly-regarded financial planning and wealth management services, became the nation’s first investment bank upon its founding in 1800. The boutique division’s broker/dealer and registered investment advisor is Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.21 trillion as of Nov. 30, 2022. Additional information is available at www.alex-brown.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP®(with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.