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Campbell Wealth Management

Kim Campbell, CFO; Denise Ramsey, COO; Meghan Lusk, CFP®, Director of Wealth Management
330 John Carlyle St., Suite 400
Alexandria Virginia 22314

Campbell Wealth works exclusively with individuals 55 and older, near or in retirement. Through premium service, the firm aims to build, manage and preserve clients’ wealth, striving to enhance their quality of life. In 2022, Campbell Wealth ranked No. 10 in Virginia in Barron’s «Top 1200 Advisors.»

Q: How do you measure success? 

A: Denise Ramsey: People think a financial advisor’s role is to handle money and work to generate returns. While that is what we do, our real priority is to walk through life’s milestones with our clients, understand what’s important to them and help them get there. That’s success for us. 

Q: Why do you do what you do? What motivates and inspires you? 

A: Meghan Lusk: It is incredibly gratifying to help people understand the value of having a financial plan and preparing themselves and their families for the future. A key part of our job is breaking things down so people can better understand their situation, overall picture and not feel overwhelmed by their finances. 

Kim Campbell: I love building a community—of our clients and team. I’m always thinking of ways to bring people together. 

Q: How have you mentored or inspired others who are following in your footsteps? 

A: Campbell: I hope to have impacted the younger women who have worked for me by demonstrating that it is possible to juggle a demanding job and a personal life. I don’t sugarcoat the challenges, but I provide realistic expectations.

Q: What qualities do you think a successful wealth manager should have? 

A: Ramsey: Being a good listener is essential and understanding that each client has unique needs. A successful wealth manager is extremely attentive, offering personalized solutions and building lifelong client relationships. 

Lusk: Compassion is paramount to creating the space for intimate conversations that lead to planning opportunities and more meaningful relationships.