For over 40 years, Mr. Callen has started with a simple question – How can I help?

Aldwin Callen was created in 2016 by Aldwin Rafferty and Thomas George Callen. Prior to it, Mr. Callen held a succession of executive positions at Merrill Lynch working alongside Mr. Rafferty.

Mr. Callen is well-respected and has been quoted by major publications such as Kiplinger, Market Watch, Financial Planning Magazine and CNN Business. Mr. Callen is a consummate financial expert with a distinguished career spanning more than 40 years in investment and leadership.

Mr. Callen earned a master’s degree in finance and economics from the University of Geneva.

Outside the office, he spends most of his time reading and learning, or connecting with nature through a round of golf, playing tennis, or taking the dogs for a walk.