Meet Our Team
Financial Analysts has assembled a highly regarded team that understands the complexities associated with today’s ever changing market environment. Collectively our team has over 100+ years of experience helping meet the needs of individual and institutional investors.
Whether you are an individual investor looking to grow and protect your wealth or a company needing help managing corporate assets or retirement plans our team can help.
Ernest Lee Clark, III
Senior Financial Advisor
Lee Clark is a 40-year veteran of the investment and insurance business. Lee and his team provide comprehensive wealth management services to high net worth individuals and businesses, maintaining an exceptional level of personal attention. As a trusted advisor, he creates and implements strategies to help investors navigate today’s complex investing environment. His expertise includes retirement income planning, multi-generational wealth transfer, alternative investment strategies and tax-efficient opportunities. A UNC-Chapel Hill alumnus, Lee holds investment and insurance related licenses including Series 1, Series 63, Series 65, Series 24, Variable Life & Variable Annuity, Life, and Accident & Health or Sickness.
Thomas Kern Campbell, MBA
Senior Wealth Strategist / Financial Advisor
In his key role as Senior Wealth Strategist, Kern works with individuals, families, business and institutional clients to make informed decisions regarding how to optimize their investment and insurance assets.
Kern is responsible for Financial Analysts’ overall investment approach, including the execution and oversight of research and portfolio management activities. He is in charge of the development, implementation and continual improvement of all investment programs, in addition to new investment solutions when needed.
Prior to joining Financial Analysts, Kern held positions in international business management and business development for SAS Institute, the world’s largest privately-held software company.
Kern earned an MBA from Pfeiffer University, as well as a business administration degree from Appalachian State University, with majors in information technology and marketing. Kern holds investment and insurance-related licenses including Series 7, Series 66, Series 3, Series 30, Variable Life & Variable Annuity, Life, and Accident & Health or Sickness.
Client Services & Operations Manager
Corrie has worked in the financial industry since 1993. A graduate of East Carolina University with a degree in Decision Sciences, she is Series 6, Series 7 and Series 63 licensed. Corrie initially worked as a broker with a regional firm in Virginia, and began her operational role in a bank as an equity trader. She was a manager of the Equity/Option trading desk for a Philadelphia clearing firm, working closely with the exchanges facilitating trades.
Moving back to North Carolina in 2000, Corrie served as a branch office administrator with a national wire-house before joining Financial Analysts in 2003. In her role with Financial Analysts, Corrie is a primary point of contact for providing support services for our clients. She also works closely with the Investment Advisory team by facilitating equity-trades, overseeing cash management and portfolio reporting.
Peggy joined Financial Analysts in 1987, having previously worked as a registrar in the insurance industry.
A Raleigh native, Peggy is responsible for our daily office operations including bookkeeping, purchasing, billing and payroll, clerical duties, and processing investment and insurance documents.
Peggy also provides administrative support to our registered representatives.