Campbell & Associates

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.


Advisors

Jeremy Campbell

Jeremy Campbell

Private Wealth Advisor

Visit Jeremy Campbell's website

Team

Laurie Donovan

Laurie Donovan

Client Service Manager

Qualifications

  • B.S., Husson University – Business Management
  • 20+ years of customer service experience
  • 5+ years of event planning experience
  • Notary Public
  • With Ameriprise since 2013

Roles & Responsibilities

  • Responsible for financial plan delivery and compliance
  • Runs and maintains client service system
  • Coordinates seminars and client appreciation events
  • Manages advisor calendar
  • Conducts transactions on behalf of clients
  • Delegates work and provides feedback to other planning support staff
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Carol Delgado

Carol Delgado

Administrative Assistant

Qualifications

  • Previous Financial Specialist for the state of New Mexico
  • 5+ years of customer service experience
  • With Ameriprise since 2013

Roles & Responsibilities

  • Responsible for administration duties
  • Assists advisor and staff with an array projects
  • Greets clients upon arrival and extends hospitality
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Gina Imprescia

Gina Imprescia

Client Service Associate