Your Team

 

James I. Campbell , CLU®, ChFC®

Partner and Wealth Management Advisor

Office 850-561-8700


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Bryson Kyle Bard , CFP®, ChFC®, RICP®

Partner and Wealth Management Advisor

Office 850-561-8700


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Andrew D Mullins , CFP®, CLU®, ChFC®

Director of Investment Operations

Office 850-561-8700


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Lauren Scurlock

Investment Services Manager

Office 850-561-8700


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Amber M King

Director of Insurance Operations

Mobile 904-557-1266


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Akilah Smith

Director of Client Experience

Office 850-561-8700


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Jack Clavenna

Financial Planning Analyst

Office 850-561-8700


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Kristin Nicole Facklam

Financial Planning Analyst

Office 850-222-2124


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Betsy Gayle Ennis-Short

Office 850-561-8700


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Yara Pappadis

Director of Marketing

Mobile 904-304-8280


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Stacy E Shadrick

Scheduler

Office 205-835-9755


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