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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

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 the SmartPro Financial group, 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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More About Lisa:

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

Locations Served

Contact

  • lisa@smartprousa.com
  • 214-930-6389
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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