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Lisa Calloway

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What does your dream retirement look like?

A personal approach to investing

Lisa R. Calloway, MBA, Wealth Advisor

With fourteen years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.   My financial services career began in 2006 in New York, NY as an Investment Management intern with Goldman Sachs.  Since then, I have served Dallas Fort Worth area investors for over fourteen years and look forward to helping them meet their financial goals for many years to come.

My extensive experience — throughout major shifts in the markets — enables me to help my clients structure balanced portfolios to address their specific financial goals.   My practice is built upon a comprehensive approach to wealth management. My clients and I work together, proactively, to anticipate key wealth management issues that are likely to become a priority.  This enables me to be ready with ideas, suggestions and alternatives to address individual issues.  My background leads to a process-driven and disciplined, yet flexible, approach.

Before entering the financial services industry, I received my MBA in Finance from The Wharton School at the University of Pennsylvania, and my BS degree in Electrical Engineering from Tennessee State University.  Prior to that, I worked as an engineer with Texas Instruments.  Now as a Financial Advisor with SmartPro Financial, I take pride in working for a team that puts you first.

Committed to helping my neighborhood prosper, I have been an active member of the local community for nearly twenty years.  I am currently involved with United Way, Texas Food Bank, and Alpha Kappa Alpha Sorority Inc.  Away from the office, I also enjoy wine tasting, tennis, and live theater.

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