Advisors at this firm
Sean C
Series 66
Richmond, VA
Campbell Deegan Financial
Sean Campbell is a financial advisor at Campbell Deegan Financial with 27 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Bank of America, and Purshe Kaplan Sterling Investments before joining Campbell Deegan Wealth Management in 2018. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis approach with diversified model strategies ranging from conservative to aggressive and manages both discretionary and non-discretionary portfolios.
Mary Gordon S
Series 65, Series 66
Richmond, VA
Campbell Deegan Financial
Mary Gordon Seay is a financial advisor at Campbell Deegan Financial in Richmond, VA, with 11 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Merrill Lynch from 2013 to 2017. Since 2017, she has been with Campbell Deegan Financial and Purshe Kaplan Sterling Investments. Campbell Deegan Financial provides wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a diversified investment approach based on fundamental analysis and offers both discretionary and non-discretionary portfolio management.
Andrew B
Series 66
Richmond, VA
Campbell Deegan Financial
Andrew Blain is a financial advisor at Campbell Deegan Financial in Richmond, VA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Campbell Deegan Financial provides wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates, using a diversified investment approach that incorporates fundamental analysis and a range of model strategies. The firm manages over $650 million in assets for approximately 739 clients with a team of three advisors.
Timothy D
Series 66
Richmond, VA
Campbell Deegan Financial
Timothy Deegan Jr. is a financial advisor at Campbell Deegan Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. He is also an adjunct professor at Virginia Commonwealth University, teaching finance majors about investments and current financial events. Campbell Deegan provides comprehensive wealth management, financial planning, and investment management services to individuals, corporations, pension and profit-sharing plans, and trusts and estates. The firm employs a fundamental analysis-based investment approach with diversified model strategies and serves as a fiduciary for ERISA and retirement-account clients.