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.
