PressLine Demo — James R. Calloway, CFP® is a fictional client ← Back to Demos
Background

28 years translating Wall Street for Main Street.

James Calloway did not set out to be a television commentator. He set out to help families make better financial decisions — and spent nearly three decades doing exactly that.

He opened Calloway Wealth Management in 2001 and has been building it since. The practice serves clients across the Midwest: retirement planning, investment management, estate strategy. Real money, real stakes, real decisions made every day.

The television came later. A producer needed someone who could explain a Fed rate decision in two minutes of live television. James did it in ninety seconds and still had time for the follow-up question. They kept calling back.

What producers call for is simple: James answers the question every viewer is actually asking. Not "what happened to the market" — but "what does this mean for my retirement account."

He does it without jargon, without panic, and with the credibility of someone who is actively managing portfolios through the same market conditions he is explaining on air.

Career Timeline
2001–
Founder & CIO · Calloway Wealth Management

Chicago-based wealth management. Financial planning, investment management, and retirement strategy for clients across the Midwest.

1996–2001
Senior Financial Advisor · Merrill Lynch

High-net-worth clients, portfolio management, institutional relationships.

1996
CFP® · CFP Board | ChFC® · American College

Certified Financial Planner and Chartered Financial Consultant designations.

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