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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Lisa Calloway

As a Dave Ramsey SmartVestor Pro, I take a consultative approach to wealth management. My clients and I work together, proactively, to anticipate key wealth management issues that are likely to become a priority.  I have the heart of a teacher, and this enables me to be ready with ideas, suggestions and alternatives to address individual issues.  My investment style leads to a process-driven, yet flexible, strategy.  My extensive experience — throughout major shifts in the markets — enables me to coach my clients to stay disciplined on their financial journey.

With fourteen years of experience in financial services, I am dedicated to helping individuals meet their financial needs.  Before entering this industry, I received my MBA in Finance from The Wharton School at the University of Pennsylvania.  I also received my BS degree in Electrical Engineering from Tennessee State University.  Now as a Financial Advisor with SmartPro Financial, I take pride in working for a team that puts you first. I look forward to continuing to serve local area investors and helping them meet their financial goals for many years to come.

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, The Salvation Army, and Alpha Kappa Alpha Sorority Inc.  Away from the office, I also enjoy wine tasting, tennis, and live theater.

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More About Lisa:

  • SmartVestor Pro
  • Wharton MBA
  • 14 yrs Experienced Wealth Advisor
  • Licensed Investment Professional (Series 7, Series 66, Series 3)
  • Life and Health Insurance Licenses
  • Financial Peace University Coordinator, First AME Church
  • United Way Volunteer, Community Impact Grants

Locations Served

Contact

  • lisa@smartprousa.com
  • (312) 883-3544
    (214) 930-6389
Chicago, IL
Dallas, TX
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
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