Campbell Deegan Financial, LLC

EST. AUM
$653,593,952

CONTACTS
5

CLIENT ACCOUNTS
1,760

Firm Details

Metro area Richmond
CRD Number 293020
Website cdfva.com
Client types

Overview

The seeds of Campbell Deegan Financial were sown in 2001, when Sean Campbell joined forces with his father, Colin Campbell, at Merrill Lynch in Richmond, Virginia. Together, they led The Campbell Group, providing customized wealth planning and investment management solutions to individuals and their families. Tim Deegan joined the team in 2013. In 2017, Sean and Tim, the team's Senior Portfolio Advisor, launched Campbell Deegan Financial, an independent fiduciary and Registered Investment Advisory firm founded on a shared belief that the clients' interests always come first. Moving to an independent platform has given the firm the freedom and autonomy to deliver on this commitment. It has allowed the firm to strengthen its ability to provide its clients with innovative, high-quality solutions, access to a wide universe of investment vehicles, and personalized service and attention in an open, objective, and transparent environment.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Campbell Deegan Financial, LLC

Platform Details

Investment Preferences

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