Campanello Wealth Management Group Team Photo
Campanello Wealth Management Group
Merrill Lynch Wealth Management
601 State St
Southlake, TX 76092
(817) 410.4945
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Campanello Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Our team has provided decades of tailored financial advice and guidance.  This experience allows us to understand the variety of goals and needs that may transpire over your lifetime.

To clarify what’s important to you and your family, our process starts with developing a deep understanding of who you are and what you’re all about.  Once we understand the dynamics of your family, we create a roadmap for what you want to accomplish and provide investment and wealth management services to fit your situation. 

One of our most important responsibilities is to educate you about your investments and how they work together to form your financial strategy.  We want you to understand why we construct portfolios the way we do so you are confident the portfolio is right for you. We find that if you understand what you own and why, it helps you make informed decisions that are less emotional.

True wealth management involves more than investments, it includes other areas of your life. We provide a holistic approach that coordinates with your other professionals, like your CPA and attorney.  This combined effort is important to make sure your wealth management plans are fully understood by all parties involved.

We have considerable experience helping executives and business owners plan for retirement.  We help clarify inherent complexities associated with compensation packages, buyouts and concentrated or restricted stock positions.  Specifically, we develop cash-flow strategies to help families understand how their money can last through their lifetime and beyond.

Important relationships take time to establish and must be in place prior to life’s expected and unexpected transitions.  This is our most fulfilling responsibility, where we work to build strong, long-lasting relationships with you and your family.

About Us
Our Process

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
John Campanello,

CIMA®,CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
817.410.3814
Lauren Ford,

CFP®,CPWA®

Vice President, Wealth Management Advisor
817.410.4936
Jackson Williams,

CFP®,CPWA®

Vice President, Wealth Management Advisor
817.410.4945
Lindsay Rodgers,

CRPC™

Registered Wealth Management Client Associate
817.442.1003
Brenna Johnson
Wealth Management Client Associate
817.410.4949
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Daniel Scalley
Wealth Strategies Advisor
Marcela Torres
Wealth Management Banking Specialist
Jeff A Frank
Senior Wealth Management Lending Officer
NMLS #620217
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.