A Mission Focused, Multi-Generational Wealth Expert Jacqueline "Jaq" Campbell is a charismatic and inspiring leader in the wealth management industry. Jaq joined hosts Shana Orczyk Sissel and Suzanne Lundeen Abrams to discuss her journey in the financial industry and how legacy planning empowers families to build multi-generational wealth and break the cycle of poverty.

Jacqueline “JaQ” Campbell leads Alexander Legacy Private Wealth as President, CEO and Senior Wealth Advisor. Jacqueline’s professional background began in 1993 as a high school intern for Comerica’s Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management. Jacqueline also served as head of the diverse advisor engagement program for Chase Wealth Management. Her assignment included engaging senior leadership support for gender and ethnically diverse advisors, creating leadership forums, developing feedback channels between the field and management, and providing opportunities for mentoring advisors. She was also responsible for cross functional programmatic relief to ensure sourcing, hiring, development, growth, and retention of diverse advisors.

Jaq’s passion for the community extends to her service on multiple boards and organizations that focus on driving impact around diversity and inclusion and financial independence. She has worked closely with organizations and business resource groups, such as Year Up, Financial Services Pipeline, LoveJoy Special Needs Center, amongst many other volunteer efforts targeting churches, sororities, and other community organizations.

Jaq holds her bachelor’s degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University. She also holds her Series 4, 7, 24, 53, 63 & 65 securities registrations.

Jaq’s passion is being a “MIP” Mother, Innovator and Philanthropist. As a mother to two beautiful children, Austin and Taylor Dion ‘TD’, she is constantly inspired by them to operate in her true calling and purpose. As an innovator, Jaq enjoys thinking outside the box and blazing new trails as a visionary and a problem solver. As a philanthropist, Jaq is a cheerful giver towards the causes that she is most passionate about. Her philosophy is that philanthropy and having a ‘philanthropic mindset’ is the foundation to wealth.

Reference Links:

Alexander Legacy Private Wealth

Banrion Capital Management

Lundeen Abrams Advisors

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