Dave Callahan is Principal, Managing Director and Financial Advisor of the Callahan Financial Management Group, LLC in Dayton, OH. He has over 44 years of experience in the financial services industry serving individual and corporate clients in Ohio and across the country.
After graduating from the University of Dayton, Dave worked for Shearson as Second Vice President before joining Dean Witter as an Assistant Branch Manager and VP of Investments. Following the merger with Morgan Stanley, he served as Senior VP of Investments for over two decades. In 2005, Dave moved his team and launched the Callahan Financial Management Group, LLC. His focus is providing clients with a broad array of wealth management services along with exceptional client service.
Dave has earned the distinction of Premier Advisor with Wells Fargo Advisors Financial Network for the past 16 years, from 2007-2022, and he has also served and contributed to the License Advisory Board for the Wells Fargo Advisors Financial Network.
In his time spent out of the office, Dave enjoys staying active in the community helping different youth organizations and serving on various boards and committees. He has been a past coach of the Springboro High School Girl’s Varsity Soccer Team as well as an intern coach with the University of Dayton Men’s Soccer Team. As a past member with the non-profit organization, The Centerville Noon Optimists, he served to benefit the youth in the local community.
Dave resides in Centerville, Ohio with his wife, Debbie. During his free time, Dave enjoys exercising, golf and traveling.
* The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.