Jeff Campbell is a financial advisor committed to helping educators, families and non-profits plan financially for their futures. He spends most of his time consulting with school systems and their employees on retirement and financial planning. Jeff has been in the financial services industry since 1992, and has been affiliated with Lincoln Investment since 2004.
Jeff graduated with a Bachelor of Science Degree in Economics with a minor in History from Fitchburg State University in Fitchburg, MA and a Master's Degree in Business from Southern New Hampshire University in Manchester, NH. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation and Accredited Investment Fiduciary®(AIF®) designation, as well as the Certified Retirement Education Specialist (CRES) certificate.
Jeff is actively involved in youth hockey as a coach for Westwood Youth Hockey. He currently coaches the Westwood Girls’ U19 team. Jeff also co-chaired with his wife Liz, an annual hockey tournament to raise money for Dana-Farber Cancer Institute in Boston, MA. To date, this event has raised over $225,000 for leukemia research and patient care.
Jeff lives outside of Boston with his wife Liz and 3 daughters.
Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. The NTSA and the above firms are independent and non-affiliated