CAMPBELL ASSET MANAGEMENT LLC
ST. PETERSBURG, FLORIDA

To help personalize content, tailor and measure ads, and provide a safer experience, we use cookies. By clicking or navigating the site, you agree to allow our collection of information on and off Facebook through cookies. Learn more, including about available controls: Jim has had an interest in investments ever since his father started a Wall Street Journal subscription for him in high school. After starting his career at a traditional Wall Street firm, he founded Campbell Asset Management, LLC in 2003. He had a vision of providing personalized financial planning and investment counsel without the conflicts associated with the traditional brokerage firm. Brad began his financial planning career in 2009 at Rooks Wealth Management, LLC, an independent, fee-only registered investment advisory firm. Brad graduated with a Bachelor of Science from Auburn University. He is Series 65 licensed and a member of the Chattanooga Estate Planning Council. In 2015, Rooks Wealth Management merged with Campbell Asset Management to form Campbell Rooks, where he now serves as a principal. Brad has always had an interest in how money and business works. He started his first business while attending Auburn University, where he purchased, refurbished, and sold repossessed mobile homes for student housing. As a business owner, Brad understands the complexities associated with creating a comprehensive financial plan for his clients. He also assists businesses in the design and implementation of qualified retirement plans such as 401k’s and defined benefit plans.