Each client has a relationship manager or RM who is a CERTIFIED FINANCIAL PLANNER™ practitioner. That is your go-to person for any financial questions once you have gone through our onboarding process. However, Campbell Wealth works as a team. If your RM is busy, sick, or out of town, you can talk to any of our 16 team members. All members of our client services team have access to your latest client notes and can get right up to speed to be able to help you immediately.