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As part of its continued growth strategy, TDECU Holdings, LLC, has appointed Jeffrey M. Callan as Managing Director of Wealth Management for TDECU Wealth Advisors.
Callan, a Certified Financial Planner™, brings to TDECU over 20 years of management experience, growing businesses and leading teams. He has a wide variety of experience including banking, financial services, sales management, customer service, business development, marketing and strategic planning. He also has extensive experience in recruiting, developing top talent, creating effective training programs and maximizing customer retention with a service-oriented philosophy.
"I'm thrilled about the opportunity to lead TDECU Wealth Advisors," said Callan. "TDECU Wealth Advisors experienced strong growth in 2011, which speaks to the organization's commitment to provide the very best guidance in wealth management for its member-clients. I'm confident that my team and I can help to continue this robust expansion and help even more Members with their financial management goals."
"TDECU Wealth Advisors delivers sustained experience and renowned service and products to our clients," said Timothy Belton, President of TDECU Holdings. "The addition of Jeff to our team will benefit TDECU Members in all facets of wealth management."
Callan and his wife, Staci, lived in Houston for 21 years, but moved to Florida 12 years ago for a corporate relocation. They are both very excited to be back in Texas.
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