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(614) 744-5603(614) 744-5603

Fifth Third Private Bank Calloway Robertson

Wealth Management Advisor

By appointment
Mobile: (614) 744-5372

About Calloway

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.
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.
Personal Background
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.
Miami University, Oxford, Ohio
  • Series 7
  • Series 66
  • Life Insurance
  • ChFC®
  • AWMA
  • CFP®
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About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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