Meredith Campbell

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 06/2021
  Fidelity Brokerage Services Llc
  Plano, TX
• 06/2019 → 05/2020
  Mr. Cooper
  Lewisville, TX
• 05/2018 → 05/2019
  Joe's Pasta & Pizza
  Granbury, TX
• 05/2017 → 06/2019
  Ubs Financial Services, Inc.
  Fort Worth, TX
• 06/2016 → 02/2018
  Harbor Lakes Golf Club
  Granbury, TX
• 08/2021 → 09/2025
  Ubs Financial Services, Inc.
  Fort Worth, TX
• 09/2025 → Present
  Stifel
  Fort Worth, TX

Previous Registrations

• 2021-10-18 → 2025-09-29
  Ubs Financial Services Inc.
  Ft. Worth, TX
  Benbrook, TX

Other Businesses

1. Junior Women's Club of Fort Worth; 1326 Pennsylvania Ave Fort Worth TX 76104; Non-profit; President of sub-club; Lead the monthly programs/socials; 09/08/2025; 5 hrs/month; Not during security trading hours; Not Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-15
• S63 Uniform Securities Agent State Law Examination
  2020-09-16