Broker Check
Elizabeth O. Campbell

Elizabeth O. Campbell

Financial Planner

Professional Credentials:

FINRA Uniform Combined State Law Examination (Series 66)
FINRA General Securities Representative (Series 7)
Licensed in Life and Health Insurance in Rhode Island*
Retirement Income Certified Planner designation – working towards

A Connecticut native, Elizabeth came to Boston as a freshman at Northeastern University, where she earned her Bachelors of Science in Business Administration, and made it home. She worked all of her co-ops at The Boston Globe where she met her husband. Following her graduation, with a degree in Marketing and a minor in Sociology, she worked for 9 years at the Commonwealth of Massachusetts Department of Revenue. Over the next 8 years, she and her husband, Craig, welcomed their 3 daughters, Megan, Claire and Cate.

In 2007, Elizabeth joined Commonwealth Financial Network, after working part-time for a tax preparer, during which time she earned her FINRA Series 7 and 66 designation. In 2011 she helped establish Sallale Financial Strategies, LLC in Plainville, MA and worked as a licensed assistant for 6 years. In 2018 she came full circle, returning to Commonwealth once again, to join the team at Oakleaf Wealth Management and eventually 307 Financial. Over the past few years Elizabeth has formed strong bonds with clients working as a paraplanner and in 2022 Elizabeth moved into role of Financial Advisor. She has been played a pivotal role in the management and expansions of Oak Leaf and 307 Financial – not only throughout the merger process but for her commitment to Riverton and Fremont County. While an East Coast native, Elizabeth has fallen for the vast landscape and hard working ethos of Wyoming and spends most of her time in our Riverton office, working alongside Mike and Jon. She specializes in retirement income planning, implementing investment strategies for liquidity and distributions and long term care planning. Her extensive years and experience in the industry show in both her attention to detail, as well as her commitment to her clients’ success and satisfaction.

Elizabeth and her husband of 36 years, Craig, are based in Mansfield, Massachusetts. They have 3 daughters, of which two live in Massachusetts, Megan and Claire, and they enjoy visiting their youngest daughter, Cate, who moved to Denver after graduating from UVM. In their spare time, when not entertaining family and friends poolside, they can be found on the beaches in R.I. or golfing or, hiking the trails in and around the Fremont County area. Elizabeth also enjoys running and yoga, gardening, traveling and reading and the company of their 2 cats.

*in order to support the other advisors with their fixed insurance business