CLAYTON J. CALLAHAN, CRPC®, CRPS®

Senior Financial Advisor

Managing Director - Investments

Address: 6515 LONGSHORE LOOP, SUITE 200 , DUBLIN , OH 43017
Phone: 937-216-5074 | 800-446-4260 Fax: 614-764-2582
Email: Clayton.Callahan@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Lynnette Worstell, Senior Registered Client Associate

My Experience

1991 - 2005 : Vice President - Corporate Banking
2005 - 2009 : Merrill Lynch - Financial Advisor
2009 - 2019 : UBS - Senior Vice President - Wealth Management

My Education & Credentials

Butler University - Bachelor of Science in Business Administration
Senior PIM Portfolio Manager

My Areas of Focus

Advisory Services
Business Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AR, AZ, CA, CO, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MT, NC, NH, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WI, WV
CLAYTON J. CALLAHAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Ohio : DUBLIN Branch