Colin Campbell - r

Colin Campbell Financial Planning Administrative Assistant

(703)506-8200

Colin Campbell is a Financial Planning Administrative Assistant at Cassaday & Company, Inc., and has been with the firm since August of 2023.

Colin’s responsibilities include communicating with clients to schedule appointments, preparing for client meetings, assisting clients with account inquiries and basic service requests, updating and maintaining client databases, and providing general administrative support to the financial planning team.

Colin is a graduate of Virginia Polytechnic Institute and State University with a bachelor’s degree in finance with a concentration in Financial Planning. While at Virginia Tech, Colin was an active member of the Financial Planning Association (FPA) student chapter.

In his free time, Colin enjoys staying active and spending time with friends and family. Originally from Richmond, VA, Colin now resides in Arlington.

 

He is not registered with Osaic Wealth, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.