William Campbell

William S. Campbell, CFP®

Certified Financial Planner

1500 Banderos Avenue
The Villages, FL 32159

352-751-2162

 

Expertise

  • Investment Advice
  • Wealth Preservation Strategies
  • Trust and Estate Management
  • Retirement Planning
  • Insurance and Annuity Planning
  • Investment Account Management

Professional 
Qualifications

  • Certified Financial Planner  
  • General Securities Principal
  • Florida Insurance License
  • Health, Life & Variable Annuities
  • Series7, Series 63, Series 65

Education
/Experience

  • Bachelor of Science: Business Administration
  • Warrington College of Business at the University of Florida

Interests

  • Family Outdoor Activities
  • Boating and Camping
  • Adult Soccer Team
  • Avid Runner

"I have over 10 years of experience providing my clients straight forward, object advice. In today's world, clients are looking for a trusted advisor with answers, not a sales pitch."

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Citizens First Financial Services is a trade name of Citizens First Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by any bank or any bank affiliate. These products are subject to investment risk, including the possible loss of value.