Lisa R. Calloway
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Lisa R. Calloway Email & Phone Number

Wealth Manager at SmartPro Financial at SmartPro Financial
Location: United States, United States, United States 5 work roles 4 schools
2 work emails found @wellsfargoadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email l****@wellsfargoadvisors.com
LinkedIn Profile matched
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Current company
SmartPro Financial
Role
Wealth Manager at SmartPro Financial
Location
United States, United States, United States
Company size
58 employees

Who is Lisa R. Calloway? Overview

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Quick answer

Lisa R. Calloway is listed as Wealth Manager at SmartPro Financial at SmartPro Financial, a company with 58 employees, based in United States, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Lisa R. Calloway.

Lisa R. Calloway previously worked as Wealth Manager at Dave Ramsey SmartPro Financial at Smartpro Financial and Wealth Manager at Dave Ramsey SmartPro Financial at Smartpro Financial. Lisa R. Calloway holds Mba, Finance, Strategic Management from University Of Pennsylvania - The Wharton School.

Company email context

Email format at SmartPro Financial

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{first_initial}{last}@wellsfargoadvisors.com
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AeroLeads found 2 current-domain work email signals for Lisa R. Calloway. Compare company email patterns before reaching out.

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Profile bio

About Lisa R. Calloway

Lisa R. Calloway is a Wealth Manager at SmartPro Financial at SmartPro Financial. She possess expertise in investments, finance, valuation, financial modeling, sales and 33 more skills.

Listed skills include Investments, Finance, Valuation, Financial Modeling, and 34 others.

Current workplace

Lisa R. Calloway's current company

Company context helps verify the profile and gives searchers a useful next step.

SmartPro Financial
Smartpro Financial
Wealth Manager at SmartPro Financial
sarasota, florida, united states
Website
smartprofinancial.com
Employees
58
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Company profile
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5 roles

Lisa R. Calloway work experience

A career timeline built from the work history available for this profile.

Wealth Manager At Dave Ramsey Smartpro Financial

Current
Smartpro Financial

Dallas-Fort Worth Metroplex

Oct 2010 - Present

Wealth Manager At Dave Ramsey Smartpro Financial

Current
Smartpro Financial

Chicago, Illinois, United States

Oct 2010 - Present

Investment Manager

Merrill Lynch

Provide personal financial guidance and retirement strategies to business professionals.

Jul 2008 - Sep 2010

Project Manager

Texas Instruments

Managed a team. Spearheaded and launched a customer service organization aimed at growing $4 billion annual revenue.

Jan 2003 - Jun 2005

Technical Sales Associate

Texas Instruments

Built supportive relationships with telecom, wireless, healthcare and automotive clients who used TI's Digital Signal Processor technology.

Sep 1996 - Dec 2002
Team & coworkers

Colleagues at SmartPro Financial

Other employees you can reach at smartprofinancial.com. View company contacts for 58 employees →

AG Andrew Geary Andrew Geary Colleague at Smartpro Financial Harrodsburg, Kentucky, United States, United States View → PD Pamela De La Barre Msm Pamela De La Barre Msm Colleague at Smartpro Financial Charlotte, North Carolina, United States, United States View → DM David Martinez David Martinez Colleague at Smartpro Financial Dallas, Texas, United States, United States View → SH Steve Hoem Steve Hoem Colleague at Smartpro Financial Irvine, California, United States, United States View → RG Rick Godfrey, Sr. Rick Godfrey, Sr. Colleague at Smartpro Financial North Port-Sarasota Area, United States View → SR Serena Riggs Serena Riggs Colleague at Smartpro Financial Bradenton, Florida, United States, United States View → JH Jacob Heinsius Jacob Heinsius Colleague at Smartpro Financial Olin, Iowa, United States, United States View → KT Kimberly Turner Kimberly Turner Colleague at Smartpro Financial Sarasota, Florida, United States, United States View → RC Ryan Couturiaux Ryan Couturiaux Colleague at Smartpro Financial North Port-Sarasota Area, United States View → SV Stacey Vertich Stacey Vertich Colleague at Smartpro Financial Sarasota, Florida, United States, United States View →
4 education records

Lisa R. Calloway education

FAQ

Frequently asked questions about Lisa R. Calloway

Quick answers generated from the profile data available on this page.

What company does Lisa R. Calloway work for?

Lisa R. Calloway works for SmartPro Financial.

What is Lisa R. Calloway's role at SmartPro Financial?

Lisa R. Calloway is listed as Wealth Manager at SmartPro Financial at SmartPro Financial.

What is Lisa R. Calloway's email address?

AeroLeads has found 2 work email signals at @wellsfargoadvisors.com for Lisa R. Calloway at SmartPro Financial.

Where is Lisa R. Calloway based?

Lisa R. Calloway is based in United States, United States, United States while working with SmartPro Financial.

What companies has Lisa R. Calloway worked for?

Lisa R. Calloway has worked for Smartpro Financial, Merrill Lynch, and Texas Instruments.

Who are Lisa R. Calloway's colleagues at SmartPro Financial?

Lisa R. Calloway's colleagues at SmartPro Financial include Andrew Geary, Pamela De La Barre Msm, David Martinez, Steve Hoem, and Rick Godfrey, Sr..

How can I contact Lisa R. Calloway?

You can use AeroLeads to view verified contact signals for Lisa R. Calloway at SmartPro Financial, including work email, phone, and LinkedIn data when available.

What schools did Lisa R. Calloway attend?

Lisa R. Calloway holds Mba, Finance, Strategic Management from University Of Pennsylvania - The Wharton School.

What skills is Lisa R. Calloway known for?

Lisa R. Calloway is listed with skills including Investments, Finance, Valuation, Financial Modeling, Sales, Mergers And Acquisitions, Financial Analysis, and Management.

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