Robert M. Campbell

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Robert M. Campbell

Office Location

200 W Forsyth Street, Suite 600
Jacksonville, FL 32202

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Focus is needed to begin, maintain & arrive down the proper path to financial independence.  Our personalized process allows us to get to know each of our clients & truly understand their ultimate goals.  Only then can we make the appropriate recommendations & strategies for current & ongoing personal, family, and business needs.

My financial advisory career began upon graduating from Georgia Southern University with a Bachelor’s degree in Finance in 2007. I also completed extensive post-graduate work in The University of Georgia’s Terry College of Business Financial Planning Program. My background, continuous education, and training have afforded me the ability to help my clients better understand the advice we offer in the areas of investments, retirement planning, life insurance, disability income, and long-term care insurance.

Being from Savannah it’s natural, or should I say expected, that I enjoy boating, fishing, golf & traveling.  I served the greater Savannah Area as President of The National Association of Insurance & Financial Advisors as well as on our church board at St. Paul’s Lutheran Church.  I also served as secretary, vice president, and president of my BNI chapter for business networking. My wife Jenny and I currently reside on Wilmington Island in Savannah, GA.