Jacquelyn R. Campbell
President & Founding Partner
Jacquelyn Campbell is the president and founder of Campbell & Company, Wealth Advisors and CPAs. She has served as a trusted advisor to families and businesses in the Tampa Bay area since 1993. Her mission is to help her clients make smarter financial and tax decisions so they gain clarity, confidence, and direction as they enter retirement while enjoying happier, less stressful lives.
As founder of Campbell & Company, Jackie’s drive to combine tax planning and accounting services with unparalleled client service came to light in 1993 as one of the youngest female CPA firm owners in the Tampa Bay area. She has not only grown her successful businesses but also leveraged her experience to coach other entrepreneurs and family businesses as they grow and gain clarity about the future of the business and their succession plan.
As a CPA, Jackie realized many of her clients have a tremendous need for sound investment advice and guidance, which inspired her decision to earn her CFP® credentials. Jackie enjoys navigating the ever-changing financial landscape and integrating her knowledge to build solid retirement plans and implement individualized investment solutions.
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 Specialist, and a Registered Representative of Market Guard®. Jackie is also a featured fiduciary and business leader with sponsored articles in Forbes, Fortune, CBS Sunday Morning, and local TV stations, co-host of “Beyond the Money” radio show and podcast, and the author of “My When File.”™