Broker Check

Team

At ACI Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Bert Campbell, CFP®, CLU, ChFC®

(864) 654-3121

(864) 654-0737

[email protected]

After graduating from Presbyterian College in 1977 with a degree in Business Administration, Bert joined his father’s firm, Al Campbell Insurance Agency, Inc., where he began a career in the insurance business. In 1983 he became a...
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Monroe Campbell, CFP®, AIF®

(864) 654-3121

(864) 654-0737

[email protected]

After Monroe graduated from The Citadel with a degree in Business Administration, he started working with an Registered Investment Advisory firm in Dallas, TX. While there, he became a CERTIFIED FINANCIAL PLANNER™ practitioner. In 2012...
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Blake Campbell

(864) 654-3121

(864) 654-0737

[email protected]

Upon his graduation from Clemson University in 1990, Blake joined Al Campbell Insurance Agency, Inc. where he began a career in the insurance business. He has continued working with clients in the area of risk management, providing...
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Allison Morris

Registered Administrative Assistant

(864) 654-3121

(864) 654-0737

[email protected]

Allison Morris, a graduate from Bob Jones University, joined ACI Financial in 2010. She has all of her licenses for insurance and is a registered administrative assistant holding her series 7 and 66 designations. She works to assist...
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Daniel Lewis

Administrative Assistant

864-654-3121

864-654-0737

[email protected]

Daniel Lewis is a 2014 graduate from Liberty University with a degree in Business Administration. He joined ACI Financial in 2017 and assists with customer service and administrative services.

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