Kathy Campbell

Kathy is our esteemed Advising Assistant, with a career spanning over 27 years in the financial industry. Her journey began when her brother hired her on as his assistant at American General (VALIC, AIG and now Corebridge). Dedicated to exceptional service, Kathy provides essential support to both advisors and clients. She fosters trust by starting with a deep understanding of individual needs, empowering clients through education and helping advisors successfully reach their objectives.

Though originally born in Miami, Kathy quickly put down roots in Tampa and has called it home since her childhood. She's a passionate and active member of the South Tampa community, where her involvement goes beyond her professional life. Her local flair is perfectly captured by her side venture as a small owner of a  neighborhood dive, The Friendly Tarpon Tavern.

When she's not at the office or participating in community activities, Kathy is a fervent football fan, often found cheering at games or catching the latest match on TV. She also enjoys unwinding by reading, shopping, and being in the sunny outdoors. Her daughter is her light. Additionally, on Thursday evenings at the Friendly Tarpon Tavern in South Tampa, she co-hosts cornhole tournaments, adding a touch of fun to her busy schedule. Her life's motto, "Shake it off," reflects her resilient spirit and relentless pursuit of personal and professional fulfillment.