William F. Campbell, Jr. | CFP®, CLU®, ChFC®, CEBS
Associate Financial PlannerWilliam F. Campbell, Jr., Associate Financial Planner of The Shobe Financial Group, joined the firm in March, 2011. Bill is a Certified Financial Planner™ practitioner, Chartered Life Underwriter®, Chartered Financial Consultant® and a Certified Employee Benefits Specialist. He is a Registered Representative with Raymond James Financial Services, and a licensed Life, Health & Accident and Variable Annuity agent.
With over 30 years experience in the industry, Bill has helped both organizations and individuals address strategic, financial and employee benefit related issues. He has helped clients with plans for their cash flow, education, investments, retirement and estates. Bill is a proven successful entrepreneur, having grown two separate businesses and has served in senior management roles for local, regional and national companies.
He earned his Masters Degree in Business Administration (MBA) from Tulane University in New Orleans and his Bachelors in Economics from North Carolina State University.