Advisor at Callahan Wealth Advisory
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Firm
Callahan Wealth Advisory
Location
Orlando, FL
Credentials
Series 66
Industry experience
14 years
Natalia Callahan is a financial advisor at Callahan Wealth Advisory with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 11 years before joining her current firm. Callahan Wealth Advisory serves individuals, trusts, retirement plans, and business entities by providing comprehensive portfolio management through a firm-sponsored wrap fee program and retirement plan consulting. The firm manages a majority of its approximately $327 million in assets on a discretionary basis and employs asset allocation alongside fundamental, quantitative, qualitative, and sector analysis, using fixed-income strategies, private funds, margin borrowing, and derivatives when suitable.
Based on Callahan Wealth Advisory
Orlando, FL
Florida
Callahan Wealth Advisory, LLC
2021 - Present (5 years)
Ameriprise Financial Services, Inc.
2010 - 2021 (11 years)
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