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FORBES RECOGNIZES KELLY CAMPBELL AS A BEST-IN-STATE WEALTH ADVISOR

FORBES RECOGNIZES KELLY CAMPBELL AS A BEST-IN-STATE WEALTH ADVISOR

April 11, 2024

Kelly Campbell, CFP®, ChFC®, CMFC®, AIF® an independent financial advisor in North, VA, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®, of Campbell Wealth Management was recognized as the 7th advisor in VA.

The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied.