Callie Waldrop

About Callie

Callie Waldrop joined The Welch Group in 2012 and now serves as a Principal and Senior Advisor. As the firm’s Director of Education, Callie leads the development of a comprehensive advisor education program, curates and organizes the firm’s intellectual capital, and directs initiatives to help strengthen the team’s financial planning expertise. With more than a decade of experience in financial planning and wealth management, Callie brings deep insight and dedication to both her clients and colleagues.
In her free time, Callie enjoys staying active, traveling, and spending time with her husband, Aaron, and their dogs.

Education

• Bachelor of Science in Consumer Sciences with a concentration in Family Financial Planning and Counseling, The University of Alabama, Tuscaloosa, AL
• Master of Accounting, The University of Alabama at Birmingham, Birmingham, AL

Accreditations

• CERTIFIED FINANCIAL PLANNER™ practitioner

Professional Affiliations

• Financial Planning Association of North Alabama, Past President
• Estate Planning Council of Birmingham

Community Involvement

• American Cancer Society
• College Choice Foundation

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