Donna Campbell, CDFA
Senior Vice President/Investments
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About Me
Donna grew up in a military family and lived around the world before settling down in Texas in 1974. In 1988, she began her investment industry career at Merrill Lynch, where she served as Vice President and Wealth Management Advisor. During her time there, she married her husband, Jack, a 30-year veteran of the financial industry. In 2009, she moved her practice to UBS Financial Services, where she was a First Vice President, before joining Stifel in 2025. Prior to becoming a financial advisor, she worked in the real estate industry for six years.
Donna helps affluent families and small businesses work to grow and preserve their wealth. She has a deep appreciation for and interest in her clients and their lives, which helps her develop long-lasting relationships.
Donna graduated from the University of Texas at Arlington and attended the Institute of European Studies in Paris, France. She holds Series 7, 63, and 65 securities licenses and is a Certified Divorce Financial Analyst® practitioner.
Through the years, Donna has held philanthropy close, volunteering with the March of Dimes, the Cancer Research Foundation of North Texas, the SPCA, and the Adopt a Soldier Program.
Donna and her husband, Jack, live in the country, south of Granbury, Texas. They have a daughter, Meredith, and many ranch critters.
Donna Campbell
CDFA
CDFA
Senior Vice President/Investments
8177176817
Donna grew up in a military family and lived around the world before settling down in Texas in 1974. In 1988, she began her investment industry career at Merrill Lynch, where she served as Vice President and Wealth Management Advisor. During her time there, she married her husband, Jack, a 30-year veteran of the financial industry. In 2009, she moved her practice to UBS Financial Services, where she was a First Vice President, before joining Stifel in 2025. Prior to becoming a financial advisor, she worked in the real estate industry for six years.
Donna helps affluent families and small businesses work to grow and preserve their wealth. She has a deep appreciation for and interest in her clients and their lives, which helps her develop long-lasting relationships.
Donna graduated from the University of Texas at Arlington and attended the Institute of European Studies in Paris, France. She holds Series 7, 63, and 65 securities licenses and is a Certified Divorce Financial Analyst® practitioner.
Through the years, Donna has held philanthropy close, volunteering with the March of Dimes, the Cancer Research Foundation of North Texas, the SPCA, and the Adopt a Soldier Program.
Donna and her husband, Jack, live in the country, south of Granbury, Texas. They have a daughter, Meredith, and many ranch critters.
Meredith Campbell, CEPA
Financial Advisor Associate
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About Me
Meredith earned a Bachelor of Business Administration from Tarleton State University. After graduating, she worked at Mr. Cooper Mortgage as a Customer Operations Advisor in the loss mitigation and foreclosure departments.
Prior to joining Stifel in 2025, Meredith worked at Fidelity Brokerage Services LLC and UBS Financial Services, where she joined the Campbell Financial Group. She holds Series 7, 63, and 65 securities licenses and has earned the Certified Exit Planning Advisor designation.
Meredith grew up outside of Fort Worth in the small town of Tolar, Texas. Outside the office, she enjoys spending time with her beloved dog, Duke, and researching genealogy.
Meredith Campbell
CEPA
CEPA
Financial Advisor Associate
8177176804
Meredith earned a Bachelor of Business Administration from Tarleton State University. After graduating, she worked at Mr. Cooper Mortgage as a Customer Operations Advisor in the loss mitigation and foreclosure departments.
Prior to joining Stifel in 2025, Meredith worked at Fidelity Brokerage Services LLC and UBS Financial Services, where she joined the Campbell Financial Group. She holds Series 7, 63, and 65 securities licenses and has earned the Certified Exit Planning Advisor designation.
Meredith grew up outside of Fort Worth in the small town of Tolar, Texas. Outside the office, she enjoys spending time with her beloved dog, Duke, and researching genealogy.
Michael Gaetano
Registered Client Service Associate
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About Me
Michael joined Stifel in 2025 and brings nearly five years of experience in the financial services industry, having previously served as a registered client associate and operations specialist. As part of the Campbell Financial Group, he oversees administrative operations, including money movement, account paperwork, online experience with Stifel Wealth Tracker, and all other day-to-day client service needs.
Michael holds the Series 7, 63, and 65 securities licenses. Prior to settling in Texas, he was born and raised in Pennsylvania. Outside of work, Michael enjoys relaxing with his rescue dog, Skye, and spending time reading or exploring new topics of interest. He is also active in his community, volunteering at local food banks and the SPCA.
Michael Gaetano
Registered Client Service Associate
8177176804
Michael joined Stifel in 2025 and brings nearly five years of experience in the financial services industry, having previously served as a registered client associate and operations specialist. As part of the Campbell Financial Group, he oversees administrative operations, including money movement, account paperwork, online experience with Stifel Wealth Tracker, and all other day-to-day client service needs.
Michael holds the Series 7, 63, and 65 securities licenses. Prior to settling in Texas, he was born and raised in Pennsylvania. Outside of work, Michael enjoys relaxing with his rescue dog, Skye, and spending time reading or exploring new topics of interest. He is also active in his community, volunteering at local food banks and the SPCA.
