Sherrie Campbell, Cfp®, Rlp®

Sherrie Campbell, Cfp®, Rlp® Email and Phone Number

Personal Wealth Manager. The only Registered Life Planner® and Ed Slott Master Elite Advisor Group member in the country. Posts are not investment advice. @ Burney-Campbell Investments, The Burney Company
Sherrie Campbell, Cfp®, Rlp®'s Location
Watkinsville, Georgia, United States, United States
Sherrie Campbell, Cfp®, Rlp®'s Contact Details

Sherrie Campbell, Cfp®, Rlp® work email

Sherrie Campbell, Cfp®, Rlp® personal email

n/a

Sherrie Campbell, Cfp®, Rlp® phone numbers

About Sherrie Campbell, Cfp®, Rlp®

Sherrie Campbell’s expertise is in retirement planning as it relates to life planning. In addition, she works with charitably minded clients on qualified charitable distributions. She manages customized equity portfolios and designs tailored financial plans.She has a BSEd and MEd in English Education from the University of Georgia and is a Certified Financial Planner (CFP®) Practitioner, a Registered Life Planner (RLP®) and a member of the Ed Slott Master Elite Advisor Group. She is currently the only RLP® and Master Elite in the country.

Sherrie Campbell, Cfp®, Rlp®'s Current Company Details
Burney-Campbell Investments, The Burney Company

Burney-Campbell Investments, The Burney Company

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Personal Wealth Manager. The only Registered Life Planner® and Ed Slott Master Elite Advisor Group member in the country. Posts are not investment advice.
Sherrie Campbell, Cfp®, Rlp® Work Experience Details
  • Burney-Campbell Investments, The Burney Company
    Investment Advisor
    Burney-Campbell Investments, The Burney Company Jan 1994 - Present
    * Uses research strategies to select investments* Coordinates with client need and protocols* Maintains and updates administrative systems
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  • Waddell & Reed
    Registered Representative
    Waddell & Reed Dec 1991 - Mar 1994
    * Invested for various clients* Counseled clients regarding protection of assets* Implemented asset strategies, including life insurance
    View

Sherrie Campbell, Cfp®, Rlp® Skills

Investment Advisory Equity Management Equities Asset Managment Investments Wealth Management Portfolio Management Series 63 Series 65 Series 6 Securities Investment Strategies Investment Management Financial Advisory Wealth Management Services Retirement Planning Financial Services Wealth Registered Investment Advisor Iras Retirement Investment Advisory Services High Net Worth Individuals Wealth Accumulation Wealth Preservation Planning 401k Rollovers Value Investing Investment Portfolios Sep Ira Investment Performance Wealth Accumulation Strategies Us Equities Rollovers Retirement Savings Investment Portfolio Traditional Ira Portfolio Managers Charitable Gift Planning

Sherrie Campbell, Cfp®, Rlp® Education Details

Frequently Asked Questions about Sherrie Campbell, Cfp®, Rlp®

What company does Sherrie Campbell, Cfp®, Rlp® work for?

Sherrie Campbell, Cfp®, Rlp® works for Burney-Campbell Investments, The Burney Company

What is Sherrie Campbell, Cfp®, Rlp®'s role at the current company?

Sherrie Campbell, Cfp®, Rlp®'s current role is Personal Wealth Manager. The only Registered Life Planner® and Ed Slott Master Elite Advisor Group member in the country. Posts are not investment advice..

What is Sherrie Campbell, Cfp®, Rlp®'s email address?

Sherrie Campbell, Cfp®, Rlp®'s email address is sp****@****uth.net

What is Sherrie Campbell, Cfp®, Rlp®'s direct phone number?

Sherrie Campbell, Cfp®, Rlp®'s direct phone number is +170324*****

What schools did Sherrie Campbell, Cfp®, Rlp® attend?

Sherrie Campbell, Cfp®, Rlp® attended University Of Georgia - Terry College Of Business, The University Of Georgia, The University Of Georgia, Nasd/finra Examinations.

What are some of Sherrie Campbell, Cfp®, Rlp®'s interests?

Sherrie Campbell, Cfp®, Rlp® has interest in Kids, Cooking, Investing, Traveling, Electronics, Home Improvement, Reading, Music, Travel, Movies.

What skills is Sherrie Campbell, Cfp®, Rlp® known for?

Sherrie Campbell, Cfp®, Rlp® has skills like Investment Advisory, Equity Management, Equities, Asset Managment, Investments, Wealth Management, Portfolio Management, Series 63, Series 65, Series 6, Securities, Investment Strategies.

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