Campbell Warren, CFP^®

Designations and licenses

Campbell is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Campbell works with clients to provide personalized wealth management solutions to help them achieve their goals.

Prior to her current role, Campbell served as a wealth analyst at Mariner, supporting independent advisors with proposals, financial planning and analysis.

Campbell earned a bachelor’s degree in finance and banking with a certificate in investments from the University of Missouri – Columbia.

Personal interests

Away from the office, Campbell enjoys cheering on the Mizzou Tigers, traveling, spending time with her dog, podcasts and volunteering at the Dallas Animal Shelter.

Campbell’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.