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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 fiduciary and 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 and was a member of the Andrean High School National Honor Society.

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


  • (312) 883-3544
    (214) 930-6389
Chicago, IL
Dallas, TX

State Licenses

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