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Wealth Management


Bob Callaway
Tel: (970)683-4550
Cell: (970)260-7739
E-mail: Bob.Callaway@lpl.com
Located at: First National Bank of the Rockies
685 Horizon Drive
Grand Junction, CO  81506
  • Retirement Planning
  • Annuities
  • Mutual Funds
  • Stocks & Bonds
  • College Funding
  • Life Insurance
 

Bob Callaway has over 30 years of experience in the banking and investment industry. He began his banking career in western Colorado and has managed both small and large bank offices. He also created and managed alternative investment firms for large regional banks.

Bob's registrations include Series 7, Series 66 and Series 24 held through LPL Financial. On an ongoing basis he attends workshops and seminars focusing on a wide range of topics related to financial matters, investments, insurance, and estate & retirement planning.

Bob focuses on helping individuals and businesses with their financial planning requirements. He has been in the public sector, owned his own business and has worked for both small and large financial firms. This gives him special experience and insight into a wide variety of financial needs.

He is a native of Grand Junction who has lived most of his life in western Colorado. Bob is married and has two children.

 FNBR Wealth Management Center

At FNBR Wealth Management Center, we are dedicated to helping our clients turn their aspirations and financial dreams into reality. Our dedication is firmly rooted in our goal to provide high quality, comprehensive financial services in an atmosphere that allows us to get to know you better-- your family, your business, your financial goals and your investment needs.

Through our advisor's affiliation with LPL Financial, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.

 Products & Services
  • Stocks & Bonds
  • Individual Retirement Accounts
  • Tax Advantaged Investments
  • Business Retirement Plans
  • Mutual Funds
  • Retirement Planning
  • Annuities
  • Education Planning & 529 Plans
  • Insurance Products
  • Professional Asset Management
  • Financial Planning

 To learn more about these and other investment strategies, contact your local FNBR office or our LPL Investment Advisor Representative Bob Callaway at (970) 683-4550.

To view your brokerage account online, click here.

 Bob Callaway - Dedicated to your Financial Success

Securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First National Bank of the Rockies and FNBR Wealth Management Center are not registered broker/dealers and are not affiliated with LPL Financial.  Investment advisory services offered through LPL financial, a Registered Investment Advisor.

      Not FDIC Insured * Not Bank Guaranteed * May Lose Value    
Not Guaranteed by any Government Agency * Not a Bank Deposit

 

STATE DISCLOSURE:

The LPL Financial representative associated with this website may discuss and/or transact securities business only with the residents of Colorado.

 

 

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