I never intended to start my own business, but circumstances inspired me to take the leap. Back in 2003, I was working with multiple wealth management companies and I noticed a disturbing trend. These businesses wanted me to sell their products to every single client, even when they weren’t appropriate. That attitude made no sense to me. It seemed exploitative—not what a trusted advisor should be doing.
Roused by this call to action, and in spite of my fears, in September 2003, I took the entrepreneurial leap of faith. I signed a lease, bought furniture and computers and hired an assistant. Campbell Wealth Management was off and running. I’ve never looked back!
– Kelly Campbell, CEO