About / Jacquelyn R. Campbell
Jacquelyn R. Campbell

Jacquelyn R. Campbell

CPA, CFP®, PFS CEO & PRESIDENT

Founding Partner

Jackie Campbell founded Campbell & Company Wealth Advisors and Certified Public Accountants in 1993. Through the years, she has served as a trusted advisor to families and businesses in Hernando County. Her mission is to help her clients make smarter financial decisions so they can live richer, happier lives.

As a CPA, Jackie has realized many of her clients have a tremendous need for sound investment advice and guidance, which inspired her decision to earn her CFP credentials. A problem-solver by nature with a passion for empowering her clients, Jackie enjoys the challenge of navigating the ever-changing financial landscape and consolidating her knowledge to build solid retirement plans and implement smart investment solutions for those she serves.

Education, Credentials, and Affiliations: Jackie has her B.S. in accounting from USF and is a certified public accountant, certified financial planner™, and personal financial professional. Jackie has also appeared on Forbes, Fortune, during CBS Sunday Morning, and local TV stations, co-host of “Beyond the Money” radio show and podcast, and the author of “My When File.”™

 

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