Former Merrill Lynch Advisors Launch Campbell Deegan Financial with the Support of Focus Financial Partners
New York, NY – February 27, 2017 – Focus Financial Partners (‘Focus’), a leading international partnership of independent, fiduciary wealth management firms, today announced the launch of Campbell Deegan Financial (‘Campbell Deegan’), a registered investment advisory firm based in Richmond, Virginia. Campbell Deegan is led by former Merrill Lynch advisors Sean C. Campbell and Timothy R. Deegan Jr. The firm was launched with the help of Focus Independence, a division of Focus Financial Partners that helps advisory teams successfully launch their independent wealth management businesses.
Founders Sean Campbell and Tim Deegan met while working in the Richmond office of Merrill Lynch. Mr. Campbell came to Richmond in 2001, joining forces with his father Colin Campbell as a Senior Vice President and Senior Financial Advisor. Prior to joining his father, Mr. Campbell worked for Merrill Lynch in Atlanta, where he spent the first three years of his career as a financial advisor. From 2001 on, the Campbells led the advisory team together and have been serving clients across more than 30 states. In 2013, Mr. Deegan joined the team as a Senior Portfolio Advisor. Since Mr. Colin Campbell’s retirement in 2015, Mr. Sean Campbell and Mr. Deegan have been running the business. Sean and Tim decided to pursue independence in the interest of providing a higher level of service and guidance to clients.
“Richmond is a place we hold dear to our heart, as we have spent most of our lives here. We know the local community well and we see great opportunities in offering better wealth management services to more clients. Going independent is a natural step for us and we are excited to work with Focus, who has a track record of helping entrepreneurs elevate their businesses,” said Sean Campbell, Founder and Managing Partner at Campbell Deegan. “With access to Focus’ capital and resources, we hope to strengthen our regional presence and further expand our service offerings.”
“One of the most valuable assets we see in Campbell Deegan is the trust clients have in them. The trust is built upon the team’s top-notch expertise and client service. That, paired with their eagerness to grow, makes them a perfect candidate for Focus,” said Chris Dupuy, President of Focus Independence. “We are delighted to work with the Campbell Deegan team.”
About Focus Financial Partners
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefits consulting and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com
About Focus Independence
Focus Independence facilitates elite wirehouse advisory teams’ transition to independence and then to becoming Focus partner firms. Focus offers the newly independent RIAs comprehensive support such as assistance with recruiting new talent, operational support, marketing services and access to best practices. To date, Focus Independence has helped ten elite advisory teams become independent and then join the Focus partnership.
About Campbell Deegan Financial
Based in Richmond, Virginia, Campbell Deegan offers a comprehensive, holistic, customized approach to wealth management. For more information, please visit www.cdfva.com
Focus Financial Partners
Daijing Lin, firstname.lastname@example.org/646 775 6412