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:
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SmartVestor Pro
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Wharton MBA
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14 yrs Experienced Wealth Advisor
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Licensed Investment Professional (Series 7, Series 66, Series 3)
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Life and Health Insurance Licenses
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Financial Peace University Coordinator, First AME Church
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United Way Volunteer, Community Impact Grants
Locations Served
Contact
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lisa@smartprousa.com
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(312) 883-3544
(214) 930-6389
Dallas, TX