A financial advisor with a diverse background of entrepreneurial, banking, and investment experience, Jan Carrier joined Campbell & Company in 2020. Jan serves as a fiduciary and trusted advisor to her clients, first listening to their unique needs and then providing quality, objective financial advice based on solid planning to help them achieve their goals.
Jan brings enthusiasm and creativity to her role as a financial advisor. She delights in finding new ways to present complex financial concepts so the solutions are easier to understand. This approach can bring clarity to the decision-making process and empower her clients to move forward with added confidence.
Education and credentials: B.A. in humanities, registered representative of Retirement Wealth Advisors, life and health insurance and variable annuities license with the state of Florida, Series 7 and 66 licenses with FINRA.