Seacoast Investment Services

William S. Campbell<br>CFP®

William S. Campbell
CFP®

Seacoast Investment Services

WEALTH ADVISOR

Bill is a Wealth Advisor with Seacoast Investment Services and has been working with clients of The Villages and surrounding areas since 1993. Over the past 30 years, Bill has remained dedicated to helping individuals and families maximize their financial success. By raising awareness of key strategies and available resources, he has guided high-net-worth clients in growing, protecting and enjoying their wealth—while also assisting with the planning of tax-efficient wealth transfer to future generations.

Before joining Seacoast Investment Services and Citizens First Wealth Advisors, Bill was the founder and owner of GMB Wealth Management Group, LLC in Ocala, where he worked independently as a CERTIFIED FINANCIAL PLANNER® practitioner. He has also held leadership roles throughout his career, including coordinating investment services across five local branches of a national bank. His strong performance in that role earned him a top position at a national brokerage firm, where he was selected to attend advanced wealth management training at their Princeton, NJ campus. Later, he returned to independent advising, partnering with a local CPA firm where he supervised five registered representatives and provided comprehensive financial planning to clients.

A Florida native and lifelong resident of Marion County, Bill enjoys spending time outdoors with friends and family. He can often be found paddle boarding, hiking or biking. He has a passion for staying active and participates in a variety of local community sports leagues.

Bill can be contacted at Bill.Campbell@SeacoastBank.com

1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

Seacoast Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.





BrokerCheck_logo_big


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from,and not affiliates of Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
 
Investments-disclosure900x45white
 
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Seacoast Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit www.SeacoastBank.com/lpl-relationship for more detailed information.
 

Our Four Promises.

At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
right team to serve you
Get you comfortable with the right products and the right team to serve you
Make your day-to-day banking simple
Make your day-to-day banking simple
Resolve out-of-the-ordinary items responsively
Resolve out-of-the-ordinary items responsively
Invest in you and your community
Invest in you and your community