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.