Richard Campbell, CIMA®

Richard Campbell, CIMA®

Senior Vice President/Investments

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Phone: (229) 293-1125
Fax: (229) 293-1126
E-mail:
 

 

Prior to joining Stifel in 2010, Dick focused on wealth management for institutional, endowment & foundation, trust, and wealthy individual clients for Morgan Stanley Smith Barney.  Dick is part of a team of advisors in Valdosta which has more than $300 million in assets under management.  He consults with his clients on developing investment policy, the selection of independent investment advisors, ongoing money manager due diligence, evaluating and monitoring performance, and setting domestic, global, international strategic and tactical asset allocation. Dick focuses on ever-changing government, trust, ERISA guidelines, and Investment Management Consultant standards within the industry.

Based in Valdosta, Georgia, Dick received his undergraduate degree from Valdosta State University. His professional licenses include the Series 7 (General Securities Representative), Series 63 (Uniform Securities State Agent), Series 65 (Investment Advisor Representative), and Insurance including Life, Health, and Variable (Annuities).  He also holds his Certified Investment Management Analyst designation.

Dick is married to Lori Culpepper Campbell, and they have two daughters, Emma and Lilly Kate. He is a former Honorary Commander for the 93rd Air Ground Operations Wing at Moody Air Force Base. He is also a member of the Chamber of Commerce 2012 Military Affairs Committee and Chairman of Back the Blue Foundation Inc.