Patricia Campbell
Patricia Campbell, CRPS®, CPFA, AIF® Vice President, Towne Wealth Management Financial Advisor, RJFS

Patty is a Chartered Retirement Plans SpecialistSM and is the lead 401(k) professional on the team. She has been in the financial services industry for over 25 years with the last 15 focused primarily on qualified retirement plans. She is directly involved in plan implementation and design, developing participant education programs and assists with service-related matters.

Experience and Professional Licenses

Towne Wealth Management, Raymond James Financial Services, Inc. Since 2020

John Hancock 2016 –2020

Transamerica Retirement Solutions 2015 –2016

BB&T Scott & Stringfellow, Inc. 2005 -2015

Legg Mason Wood Walker, Inc. 1995 -2005

Series 7: General Securities Representative

Series 63: Uniform Securities Agent

Series 65: Uniform Investment Advisor

Life and Health Insurance

Designations

Chartered Retirement Plans Specialist SM

Certified Plan Fiduciary Advisor

Accredited Investment Fiduciary®

Education

School Name: St. Mary’s College of Maryland

Degree: Bachelor of Arts, Economics

Organizations and Affiliations

Raymond James Retirement Plan & Institutional Advisory Council (RIAC)*, Member

American Society of Pension Professionals and Actuaries (ASPPA)**, Member

National Association of Plan Advisors (NAPA)**, Member

Women in Pensions Network (WiPN)**, Member

Central Virginia Employee BenefitsCouncil (CVEBC)**, Past President2015-2016*

Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.Requalification is not required.**The above organizations causes are not affiliated with Raymond James.