About Maya Caldwell

Wealth Advisor

Maya Caldwell is a dedicated Financial Advisor at Dalton & Prescott Wealth Management, where she combines her financial expertise with a genuine passion for helping clients achieve their financial dreams. With a strong commitment to client service and a personalized approach to wealth management, Maya is dedicated to guiding her clients through every stage of their financial journey.

Background and Expertise

Maya holds a Bachelor’s degree in Finance from DePaul University and has earned her Certified Financial Planner (CFP) designation. Her educational background, coupled with several years of hands-on experience in the finance sector, equips her with the knowledge necessary to provide effective wealth management solutions.

Prior to joining Dalton & Prescott, Maya worked at Lockwood Bank as a Financial Consultant, where she developed a comprehensive understanding of investment strategies, retirement planning, and risk management. Her diverse experience allows her to create tailored financial plans that meet the unique needs and goals of her clients.

Client-Focused Philosophy

At Dalton & Prescott, Maya believes in the power of a personalized approach to wealth management. She takes the time to understand each client’s individual goals and concerns, ensuring that every financial strategy is aligned with their aspirations. Her attentive nature and commitment to client satisfaction have made her a trusted advisor for many individuals and families.

Maya is also passionate about empowering her clients through education. She takes pride in simplifying complex financial concepts, helping clients make informed decisions about their investments and financial futures. Her goal is to foster lasting relationships built on trust and transparency.

Community Involvement

Maya is actively engaged in community service and believes in the importance of financial literacy. She volunteers with local organizations that focus on educating underserved communities about personal finance and investment strategies, helping to promote financial empowerment.

Personal Life

In her free time, Maya enjoys exploring Chicago’s art scene, trying new restaurants, and spending time outdoors. She is an avid traveler and loves to experience different cultures, which enriches her perspective on financial planning and client relations.