Advisors don't exist to help you beat the market. Our role is to support people who have complexity, are inexperienced, see things differently than their partner, or want backup in emotionally charged decisions.
Bryan Smith
Wealth Management Advisor
Preparing for that next step in life isn't always easy. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs.
Whether your goals include preparing for milestone life events like retirement or college, or you're simply looking for life, disability income, or long-term care insurance protection, I strive to offer you a new level of attention, insight and capability.
Contact me to discuss your financial future
Robert Campbell
Wealth Management Advisor
Focus is needed to begin, maintain, and arrive at the proper path to financial independence. Our personalized process and incredible customer service allow us to get to know each of our clients and truly understand their ultimate goals. Only then can we make the appropriate recommendations and strategies for current and ongoing personal, family, and business needs.
My financial advisory career began upon graduating from Georgia Southern University with a Bachelor's degree in Finance in 2007. I also completed extensive post-graduate work in the University of Georgia's Terry College of Business Financial Planning Program. My background, continuous education, and training have afforded me the ability to help my clients better understand the advice we offer in the areas of investments, retirement planning, life insurance, disability income, and long-term care insurance.
Being from Savannah, it's natural that I enjoy boating, fishing, golf, and traveling. I served the greater Savannah area as President of the National Association of Insurance & Financial Advisors, as well as on our church board at St. Pauls Lutheran Church. My wife and I are currently enjoying the company of our first child, Sarah, now 2 years old. We all live with our 3-year-old black lab, Kitt, on Whitemarsh Island in Savannah, GA.
General Information |
Name of Broker/Dealer: | COMMONWEALTH FINANCIAL NETWORK |
States Licensed in: | GA |
Work with the following types of clients: | Individual Investors, Businesses |
Advisory Services Provided: | Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management |
Services |
Investment Types: | Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Options & Futures, Mutual Funds, Alternative Investments |
Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Compensation and Fees |
Fee Structure: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $100K+ |
Compensation Methods: | Based on Assets |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Commonwealth Financial Network ADV 2A Additional Detailed Disclosures |
Disclaimer |
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Commonwealth Advisor(s) associated with this profile may discuss and/or transact business only with residents of states in which they are registered. You may review a list of Advisor's registrations and other information by visiting BrokerCheck. |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Mon. | 9:00 AM - 6:00 PM |
Tue. | 9:00 AM - 6:00 PM |
Wed. | 9:00 AM - 6:00 PM |
Thu. | 9:00 AM - 6:00 PM |
Fri. | 9:00 AM - 6:00 PM |
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