Joshua M. Campbell

President @First Place Financial Group

Montgomery, AL, US
EMAILS
j•••••@firstplacefinancialgroup.com
MOBILE NUMBERS
+13•••••••28

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WORK HISTORY

Jul 2017 — Present

President @First Place Financial Group

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Montgomery, AL, US

First Place Financial Group is a financial services firm with a focus on Life Insurance, Retirement Planning, and Business Solutions. We have over 13 years of experience providing expert financial advice for both businesses and individuals. Based in Montgomery, Alabama we are currently serving clients throughout the state of Alabama as well as other neighboring states. Our business is centered around helping people. We believe in reaching out and developing close relationships that foster trust and a genuine interest in each of our clients. We have made it our priority to identify the needs of our clients as opposed to just selling products and services.

EDUCATION

1997 — 2002

Troy University

Business Administration, General Business and Finance

1991 — 1993

Sidney Lanier High School

High School Diploma, Business Administration and Management, General

SKILLS

Retirement PlanningFinanceWealth ManagementFinancial ServicesTrainingFinancial AnalysisEntrepreneurshipMutual FundsStrategic Financial PlanningInvestmentsFinancial PlanningSeries 7Iras

ABOUT JOSHUA M. CAMPBELL

I am hiring! I am expanding my team of leaders in the Montgomery area and I\'m looking to partner with those who have a desire to win by starting their own business while making a difference in their community.Since my career began in Financial Services, I have been awarded several honors including the following: Premier Executive Council elite sales force, New Org Life Case Rate Leader, Life FYC Leader, Annuity FYC Leader, Agent of the Year, Case Rate Leader for the Montgomery General Office, Case Rate Leader for the South Central Zone, AAMU Agent of the Month for the South Central Zone, AAMU Platinum Producer, and countless other awards. After one year as a Financial Services Professional, I was also fortunate to qualify as a member of the Million Dollar Round Table, an organization composed of the top one percent of financial services professionals in the world. What an honor!I have now dedicated my career to helping others win. Contact me today!Office:(33••••••33Mobile:(33••••••28Email: j•••••@firstplacefinancialgroup.com

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