
Caleb Gortonemail
Spectrum Financial Group
Dallas, TX 75240
Professional Story
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.
I earned my MBA from the University of Mississippi and recently relocated to Dallas, where I live with my golden retriever, Millie. Outside of work, I enjoy spending time with my fíancé golf, fitness, and being active in my church community.
I am licensed to sell insurance in MS and TX. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 13455 Noel Road 20th Floor, Dallas, TX 75240 972-246-1800.
Education
University of Mississippi (2020-2024) University of Mississippi Graduate School (2024-2025)
Hobbies
Golf, movies, recreational sports, going to good restaurants, cooking
Affiliations & Memberships
First Presbyterian Church
Community Involvement
Mission to the World Ministries, Cooks who care
Languages: English
Credentials: MBA
Specialties:Business Owners, Military, Insurance Strategies, Retirement Strategies, Charitable Giving, Group Benefits, Risk Management Strategies, Estate Planning
Check the background of this investment professional on FINRA's BrokerCheck