Callie Waldrop
M.Acc., CFP® — Principal & Senior Advisor
Callie Waldrop began her career at The Welch Group as an Associate Advisor and now serves as a Principal and Senior Advisor. Since joining the team in 2012, Callie has grown significantly within the firm and developed more than a decade of experience helping individuals and families navigate various stages of life and make informed financial decisions along the way.
As a Principal, Callie plays an important leadership role within the advisory team and works alongside the Members to help shape and advance the firm’s direction. With a passion for continuous learning, she has developed particular depth of knowledge in several specialized areas, including health insurance, student loans, and education planning.
Beyond her role with the firm and her involvement in the community, Callie can often be found traveling, reading, or spending time with her husband and their dogs.
Education
- Bachelor of Science in Consumer Sciences with a concentration in Family Financial Planning and Counseling, The University of Alabama
- Master of Accounting, The University of Alabama at Birmingham
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER® practitioner
Professional Affiliations
- Past President, Financial Planning Association of North Alabama
- Member, Estate Planning Council of Birmingham
Community Involvement
- Women United, United Way of Central Alabama
- Young Professionals Society, United Way of Central Alabama