Tarver & Campbell Wealth Partners is a dedicated team focused on serving multi-generational families, with over 70% of their efforts directed toward helping these families create, preserve, and transition their wealth across generations.
The team is comprised of 9 members with a collective 111+ years of experience at Merrill Lynch Wealth Management, providing a depth of knowledge that enables them to craft personalized financial strategies for their clients.
As of January 1, 2025, the team oversees $4.76 billion in assets and liabilities, which they feel reflects the trust and confidence clients have placed in their experience.
The team's work has garnered recognition: Jason Tarver was named to Barron’s “Top 1,200 Financial Advisors” List in both 2023 and 2024 (Published annually February – March. Rankings based on data as of September 30 of prior year.) Tarver & Campbell Wealth Partners was also named to Forbes’ “Best-in-State Wealth Management Teams” List in 2023 (Published on January 12, 2023. Rankings based on data as of March 31, 2022.) Christopher Campbell was recognized in 2024 as a Forbes “Top Next-Generation Wealth Advisors Best-in-State” (Published on August 8, 2024. Rankings based on data as of March 31, 2024.)
We feel that these recognitions reflect the team’s unwavering focus on delivering high-level financial strategies and support that empower families to achieve their financial goals across generations.
With over 111 years of collective experience, members of our large, experienced team take great pride in our longevity with Merrill and with one another. Our extensive tenure in the industry has taught us that successful, long-term client relationships are built on exemplary service. This is why proactive client communication, timely responsiveness, precision, and accuracy are at the core of our culture.
Each team member brings diverse experiences, professional concentrations, and designations, which allows us to offer a broad financial perspective when addressing your wealth management needs. We collaborate closely, helping to ensure that we are all equally familiar with every client relationship and able to provide the personalized support and attention you deserve.
As a multigenerational team, we understand that our diversity in age enhances our ability to communicate effectively and build lasting relationships with every generation of your family. By blending our collective skills and knowledge, we apply a broad knowledge base and offer different perspectives, helping to ensure that we are equipped to serve you and your family at every stage of your financial journey.
We place great value on spending time with our clients to gain a deeper understanding of who you are and what matters most to you. Our thoughtful, disciplined communication schedule helps ensure that you hear from us regularly, keeping you informed and engaged in the process.
Throughout our process, we aim to unwind the complexity surrounding your wealth management. Our goal is to keep you informed about economic and financial market conditions, while regularly refining the wealth management strategy that works best for you. We view every interaction with you and your family as an opportunity to listen, learn, and develop appropriate solutions that help meet your evolving needs.
CDFA®, CEPA®
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.
