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  • OSJ@wealthplanfinancial.com

Cameron Chapman

  2. Cameron Chapman

Cameron Chapman

Branch Operations, WealthPlan Financial Group

Cameron Chapman is graduating on May 14, 2022 with a B.S. in Business Administration with a concentration in Finance at the Belk School of Business at UNC Charlotte. Prior to graduation, Cameron has worked full time as a sales development representative with ON24. He has always had a passion for serving and assisting others and enjoys working closely with clients and assessing their needs.

Cameron was born and raised in Charlotte, North Carolina. He graduated from Ardrey Kell Highschool in 2018. Throughout his years, he developed a passion for golf and enjoys fellowship and spending time with peers on the course. In April 2021, Cameron and his teammate won the SAE 2021 Alumni Student golf tournament.

While attending UNC Charlotte, he was a part of the SAE Risk Management Committee and held a position as one of their Philanthropy chairs. While holding this position, he worked with St. Baldricks and the Children’s Miracle network to raise funds and support children in need.

As our Branch Operations support, Cameron solves problems internally and implements goal-oriented strategies within our firm. He performs analysis on key metrics for operations function related to growth, efficiency, and new business processing to identify performance against objectives and new business trends. This role also involves managing data, client reporting, and client needs analysis. Cameron utilizes critical thinking methods to create/optimize work streams supporting Financial Advisors to better serve their clients.

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

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