John (Johnny) Campanello, Cpwa®, Cima®, Crpc™ Email and Phone Number
John (Johnny) Campanello, Cpwa®, Cima®, Crpc™ work email
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John (Johnny) Campanello, Cpwa®, Cima®, Crpc™ personal email
John (Johnny) Campanello, Cpwa®, Cima®, Crpc™ phone numbers
My team has been providing tailored financial advice and guidance since 1994. This experience allows us to understand the variety of goals and needs that may transpire over your lifetime.To clarify what's important to you and your family, our process starts with developing a deep understanding of who you are and what you're all about. Once we understand the dynamics of your family, we create a roadmap for what you want to accomplish and provide investment and wealth management services to fit your situation.True wealth management involves more than investments, it includes other areas of your life. We provide a holistic approach that coordinates with your other professionals, like your CPA and attorney. This combined effort is important to make sure your wealth management plans are fully understood by all parties involved.Important relationships take time to establish and must be in place prior to life's expected and unexpected transitions. This is our most fulfilling responsibility, where we work to build strong, long-lasting relationships with you and your family.Contact Information:817.410.3814john.campanello@ml.com
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Wealth Management Advisor, Senior Vice PresidentMerrill Lynch Wealth Management Apr 2016 - Present*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for certification.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States. -
Financial AdvisorUbs Financial Services Inc Jan 2009 - Apr 2016 -
Financial AdvisorMerrill Lynch, Pierce, Fenner & Smith Nov 2001 - Jan 2009
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Financial AdvisorDean Witter Reynolds Inc. Sep 1993 - Nov 2001 -
Other - Various From AccountantTandy Corporation Jul 1986 - Sep 1993
John (Johnny) Campanello, Cpwa®, Cima®, Crpc™ Education Details
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Texas Christian UniversityMasters Of Business Administration, Mba -
Texas A&M UniversityBachelor'S Degree
Frequently Asked Questions about John (Johnny) Campanello, Cpwa®, Cima®, Crpc™
What company does John (Johnny) Campanello, Cpwa®, Cima®, Crpc™ work for?
John (Johnny) Campanello, Cpwa®, Cima®, Crpc™ works for Merrill Lynch Wealth Management
What is John (Johnny) Campanello, Cpwa®, Cima®, Crpc™'s role at the current company?
John (Johnny) Campanello, Cpwa®, Cima®, Crpc™'s current role is Senior Vice President, Wealth Management Advisor.
What is John (Johnny) Campanello, Cpwa®, Cima®, Crpc™'s email address?
John (Johnny) Campanello, Cpwa®, Cima®, Crpc™'s email address is jo****@****ubs.com
What is John (Johnny) Campanello, Cpwa®, Cima®, Crpc™'s direct phone number?
John (Johnny) Campanello, Cpwa®, Cima®, Crpc™'s direct phone number is +181734*****
What schools did John (Johnny) Campanello, Cpwa®, Cima®, Crpc™ attend?
John (Johnny) Campanello, Cpwa®, Cima®, Crpc™ attended Texas Christian University, Texas A&m University.
Who are John (Johnny) Campanello, Cpwa®, Cima®, Crpc™'s colleagues?
John (Johnny) Campanello, Cpwa®, Cima®, Crpc™'s colleagues are Connor Stacy, William De Cardenas, Cpfa™, David Vucovich, David Briegs, Cfp®, Cima®, Crpc™, Bryan Krause, Cristy Kaur, Cpfa®, Nicholas Simmons, Cima®, Cepa®, Cpfa™.
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