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Patricia T. Campbell picture

Patricia T. Campbell, CPFA, CRPS®

Vice President, Towne Wealth Management
Investment Executive, RJFS
Chartered Retirement Plans SpecialistSM

Phone: 804-249-2282
Cell: 804-338-4398
Email: patty.campbell@raymondjames.com
9000 West Huguenot Road
Richmond, VA 23235

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


Series 7: General Securities Registered Representative
Series 63: Uniform Securities Agent State Law Examination
Life and Health Insurance


Designations

Chartered Retirement Plans SpecialistSM
Certified Plan Fiduciary Advisor

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 Benefits Council (CVEBC)**, Past President 2015-2016

*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
**The above organizations causes are not affiliated with Raymond James.

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