Gwen Campbell

Private Wealth Advisor

Gwen Campbell

Private Wealth Advisor
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Gwendolyn Campbell

Barron’s “Top 100 Women Financial Advisors” 2007

Forbes’ “America’s Top Women Wealth Advisors” 2019

Forbes “Best-in-State Wealth Advisors”  2019

Financial Times –“Top 400 Financial Advisers”  2019

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

The Campbell Group

The Campbell Group advises successful company founders, private equity partners, venture capitalists and senior executives on ultra-high-net worth wealth management. We have a particular focus in helping entrepreneurs with the complex issues of managing large concentrated equity positions that often culminate in IPOs and mergers. We have guided many founders through liquidity events and understand the intricate and nuanced issues involved in a significant transition. All clients gain access to our network, which includes some of the most sophisticated investors in the world. We draw insights from thought leaders both internal and external to Merrill Lynch. Our goal is to understand the investment landscape and help clients make good wealth management decisions.

Investment Approach

Our judgment has been honed over a number of investment cycles and reflects experience from advising clients through challenging markets and complicated liquidity transactions. We believe that both experience and adaptability to new dynamics are requirements for preserving client assets and prospering in the current markets. Heightened market volatility, increased connectedness of information, and the possibility of outlying events are all factors in our portfolios. We adapt traditional asset allocation models to address the lifecycle of entrepreneurs and the particular needs of clients with concentrated stock or illiquid business interests. We place a premium on liquidity and flexibility in investment plans.

Client Priorities

  • Mergers and IPOs. We have significant experience in mergers and IPOs from both the corporate and individual perspective through our work in investment banking and derivatives. We can manage the wealth implications of these events from beginning to end and help clients understand the impact of their decisions. We work with corporate counsel, tax counsel, accountants and estate lawyers as part of a team. 
  • Sophisticated Capital Markets Advice and Execution. Our background in derivatives trading across global markets allows us to provide high-end capital markets advice and execution. We are able to compare and contrast execution choices and execute transactions of significant size and complexity. We have worked with many of the country's premier family offices on highly structured transactions. 
  • Advocacy and Information. We advocate for client needs with service providers and specialty advisors within Merrill. We are relentless in tracking down strategies for clients and negotiating on their behalf. Adept at navigating a wide range of services, we integrate advice and pursue a seamless client experience.
  • Transparency and Objectivity. We exclusively invest with external third-party asset managers. Merrill provides a vast array of outside money manager strategies and research to facilitate our process. Our commitment to investment analysis provides us with valuable insight into market conditions, investment capacity, new investment strategies, and rising talent. We translate this knowledge into timely investment decisions for client portfolios. 
  • Wealth preservation. We recognize the importance of preserving assets and liquidity. While our decisions are guided by the world-renowned research and models of BodA Merrill Lynch Global Research, we are not limited by these parameters in pursuing individualized client strategies. We take a holistic approach to client portfolios and use strategic and tactical allocations to pursue client objectives. 
  • Simplicity and Convenience. Clients look to us to simplify, organize, and streamline their financial lives.




*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.  

*Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2018 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview . Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Range of Offerings

We help our clients with a wide range of services:
  • Concentrated stock management: monetizing, hedging, and diversification
  • Asset allocation: strategic, cyclical and tactical
  • Investment management and manager selection
  • Banking and lending: cash flow simplicity, custom lending, aviation lending, home financing
  • Trust and estate planning strategies
  • Philanthropy and next-generation planning
  • Capital markets transactions


*Banking products and services provided by Bank of America, N.A. 

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial wealth, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

Gwen Campbell

Private Wealth Advisors