Calloway Robertson Wealth Management Advisor Central Ohio Private Bank Team

As Wealth Management Advisor, Calloway Robertson serves as your wealth management coordinator and consultant. Calloway collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.

Education

Miami University, Oxford, Ohio

Professional Experience & Areas of Focus

Calloway has been with Fifth Third Private Bank since 2002 and has more than 20 years of wealth management experience. Prior to joining Fifth Third, he worked for two registered investment advisors, a boutique investment firm, and a medical technology start-up. Calloway's early career background includes 13 years of experience in the steel industry in commercial and managerial roles. Calloway has been securities licensed since 2001.

As a Wealth Management Advisor, Calloway collaborates with an integrated team of specialists in financial and retirement planning, investment management, trust and estate planning, banking, and insurance to implement customized strategies and solutions for high net worth clients. Calloway's clients include: executives, business owners, physicians, attorneys, and foundations.

Licenses & Professional Designations

  • Life Insurance
  • Investment Advisor Representative (Series 66)
  • Registered General Securities Representative (Series 7)
  • Accredited Wealth Management Advisor (AWMA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Personal & Community Participation

Calloway and his wife have been married since 1981 and the couple has two adult children. A Central Ohio native, he enjoys golf, snow skiing, reading, and home projects.

Active in the community, Calloway is a member of the Financial Planning Association, The Columbus Foundation Legal and Professional Advisory Committee and Worthington Estate Planning Council. He is also a member of Columbus Rotary and Ohio State Golf Club.