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(772) 286-0330

Campo Financial Services

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

James W. Campo, our financial professional with his staff can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management
  • Personal and Commercial Insurance Needs

He also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Is my home and auto insurance coverage accurate and priced well?

We specialize in creating an approach that is designed to address your individual situation.

Joy Merrill, our Personal Risk Manager can help you with home, flood, auto and marine insurance. 

Diana Berray, our Operations Manager is the financial services assistant to James Campo and the office manager.

 

James W. Campo, CFP

Certified Financial Planner

(772) 286-0330 x13

772-286-8022

James Campo, President and Owner of Campo Financial Services, is a life-long resident of Martin County and one of the Treasure Coast's most respected financial advisors.James launched Campo Insurance Agency in 1983. The firm, based in...

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Joy Merrill

Personal Insurance Risk Manager

772-286-0330 x20

772-286-8022

Joy has worked for Campo Financial Services since 2011 as the personal lines risk manager and services all the clients. She has over 40+ years of insurance experience in Florida.

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Diana has worked at Campo Financial Services since 2013. She services the financial investment clients along with the life and disability insurance clients. She is also the office manager. She has brokerage and office management...

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Susan Kane

Commercial Insurance Risk Manager

772-286-0330 ext 11

772-286-8022