Jay Caldwell

An accomplished leader with 17 years of experience, Jay Caldwell is an award-winning financial advisor whose dedication and drive brings a unique perspective to help clients achieve their loftiest goals. Jay works with clients to create a comprehensive financial plan to better manage their money, making adjustments to bring optimal growth.

Operating as a “thinking partner”, Jay communicates every step of the process and is always a phone call away to address any questions clients may have. With his client-first mentality, Jay will always have your best interest at heart, working with you to build a better future.

Growing up, Jay was inspired to pursue a career in finance by his great-grandfather, who served on the Federal Reserve board, along with several relatives in financial services. Jay went on to graduate from DePauw University with degrees in both economics and communications. He currently holds his Series 7, Series 66, and Insurance Provider licenses. Post college, Jay held many successful positions working at Transamerica, Curian Capital, and later, at his own independent financial advising practice. In 2018, Jay joined the Freedom Financial Group team when, after years of doing things all on his own, he realized that it’s impossible to be all things to all people and a team perspective is the most beneficial for clients.

When he’s not busy with work, Jay focuses on being a husband and a father. Jay and his wife, Alli, work as a team in raising their two young daughters, Reese & Piper. For fun, Jay enjoys exercising, golfing, and traveling with his family.