Nick Campbell Email & Phone Number
Investment Committee Member @ Mercer Advisors
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Nick Campbell Location
- Atlanta, GA, US
Nick Campbell Work
- 2021 -now Investment Committee Member @
- 2018 -now Wealth Advisor @
- 2016 -2018 Financial Advisor @
- 2014 -2016 Paraplanner @
- 2014 -2014 Tax Supervisor - Personal Financial Services Group @
- 2013 -2013 Estate and Trust Tax Manager @
- 2007 -2012 Estate and Gift Tax Administration Specialist @
- 2005 -2007 Senior 3 - Personal Financial Services Group @
- 2002 -2004 Financial Advisor @
- 2001 -2002 Staff Accountant @ Roddy, Horsley, Dillon & Gault, LLC
Nick Campbell Education
- Harvard Business School Online
Certificate (Alternative Investments)
2024-2024 - Yale School of Management
Not Applicable (Investment Management Theory & Practice)
2020-2021 - Georgia State University
M.Tx. (Tau Alpha Chi (national tax fraternity))
- Morehouse College
B.A. (Accounting)
- CSAS
High School
Nick Campbell Skills
- Estate Planning
- Tax Preparation
- Financial Planners
- Tax
- Financial Advisory
- Accounting
- Finance
- Strategic Financial Planning
- Wealth
- CPA
Nick Campbell Summary
- Nick Campbell, based in Atlanta, GA, US, is currently a Investment Committee Member at Mercer Advisors. Nick Campbell brings experience from previous roles at Mercer Advisors, Ameriprise Financial Services, LLC and Frazier & Deeter, LLC. Nick Campbell holds a 2024 - 2024 Certificate in Alternative Investments @ Harvard Business School Online. With a robust skill set that includes Estate Planning, Tax Preparation, Financial Planners, Tax, Financial Advisory and more. Nick Campbell has 4 emails and 2 mobile phone numbers on RocketReach.
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