A.G. Campbell Advisory Q1 2022 Firm Updates

We wanted to take an opportunity to review some important highlights during the first quarter of 2022.

New Firm Principal

First, we were pleased to announce that Betsy B. Brennen, CFP®, AIF®, CDFA® has joined the investment advisory firm as a Principal and head of the firm’s Family Office and Financial Planning practice. Betsy has held various sales, marketing, and management positions in the financial services industry for over 30 years.  In her 15-year tenure with Deutsche Bank (formerly Alex. Brown & Sons, Inc.) she had several responsibilities including insurance, annuity, and mutual fund sales, and she served as Head of Marketing.  By 2004, Betsy was Managing Director and Head of Professional Development for Deutsche Bank Private Wealth Management US.  In June 2009, Betsy and former colleagues from Alex. Brown & Sons, Inc. founded Harbor Investment Advisory, LLC, a broker-dealer and registered investment advisory firm.  She retired from Harbor in 2019 and in 2020, Betsy founded EBB Consulting, where she has provided business consulting services to Registered Investment Advisors.  

New Office Opening

Second, we were also excited to announce the February opening of our new branch office in Naples, Florida. Zandy Campbell is leading the effort in southwest Florida, and we would welcome a chance to meet with you there. The new office address is 999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108, and the phone number is 239-325-5195. We have been fortunate to be afforded the opportunity to work with a tremendous clientele, and we remain thankful and look forward to continuing to be of service wherever we serve our clients.

A.G. Campbell Advisory, LLC (“A.G. Campbell”) is an independent investment advisory firm offering individuals and institutions custom investment advice, financial planning and family office services.  A.G. Campbell was founded in 2012 by veteran industry professionals to address the need for a high-quality firm where clients have access to the resources of a large firm, without the inflexibility and conflicts of interest inherent in a larger financial institution.  The principal objective of A.G. Campbell is to advise our clients on how to grow and preserve their wealth for themselves and for their families.  Our client’s best interests are of paramount importance and the foundation of our work.