Charlie Campbell
University of Illinois Urbana-Champaign
Tell me more about Charlie Campbell?
Charlie Campbell is a highly experienced financial advisor with 36.2 years of work experience. Based in Chicago, Illinois, he aims to empower individuals, families, and businesses to achieve their financial and personal goals. Charlie's holistic approach and unique philosophy emphasize balance, whether it's utilizing the financial principles of The Living Balance Sheet or ensuring quality time with those important to them. His family is the cornerstone of his life, and he enjoys cooking, traveling, and music together. Charlie's passions include paddle tennis, hiking, cycling, and beach volleyball. He is dedicated to serving the community as a valuable resource for financial balance in their lives.
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About
Many people prioritize financial independence and security, yet struggle to take the steps necessary to ensure the end result. My goal is to use our holistic approach and unique philosophy to empower individuals, families, and businesses to protect their present and achieve their future financial and personal goals. The key to success in any aspect of life is balance, whether it be by utilizing the financial principles of The Living Balance Sheet® or ensuring quality time with those important to you. My family is the cornerstone of my life, and we enjoy cooking, traveling, and music together. Physical activity is a significant part of our lives and our passions include paddle tennis, hiking, cycling, and beach volleyball. As lifelong Chicagoans we celebrate all the city has to offer, from culture and culinary to exploring the neighborhoods and parks and cheering on the Bulls. I am proud to serve the people of this community as a valuable resource to find financial balance in their lives. /COMPLIANCE:2022-3820/
...See MoreWork Experience
Private Client Banker
Charlie Campbell's Professional Milestones
- Registered Representative | Financial Advisor (2021-03-01~): Provided outstanding financial recommendations, promoting client satisfaction and resolving financial issues promptly.
- Stock Index Futures Trader And Broker (1999-03-01~2019-06-01): Successfully executed profitable investment returns, contributing to increased profitability for the portfolio.
Education
Business/economics
Certification
Colleagues
Anthony Gazzillo
Private Client Advisor | Executive Director Of Investments
Mohammed Ashik
vice president-private client advisor at jpmorgan chase bank n a
Andrew Wiles
Managing Director
Denise Dionisio
private client banker manager on duty small business specialist at jp morgan chase bank n a
Thomas Avanzato, CRPC®
Vice President | Private Client Advisor
Other Named Charlie Campbell
Frequently asked questions
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Charlie Campbell's social media include: Linkedin,
Charlie Campbell works for Jp Morgan Chase Bank N.A.
Charlie Campbell's role in Jp Morgan Chase Bank N.A. is Private Client Banker
Charlie Campbell's colleagues are Anthony Gazzillo,Mohammed Ashik,Andrew Wiles
Charlie Campbell's latest job experience is Private Client Banker at Jp Morgan Chase Bank N.A.
Charlie Campbell's latest education in University of Illinois Urbana-Champaign