Caldwell Group, LLC, founder Billy Ray Caldwell, Jr., has been helping clients pursue their financial goals since 1991. Mr. Caldwell’s focus has been providing highly personalized advice and wealth management services, primarily for individuals, families and small businesses. He has advised clients on all aspects of family wealth management, including education savings accounts (ESAs), 529 plans, retirement planning, money management and intergenerational transfers. He is a graduate of Vanderbilt University with a bachelor’s degree in Economics and obtained a law degree from Duke University School of Law. Billy Ray also practiced corporate and securities law in Los Angeles for two years prior to moving to Nashville.
Since returning to Nashville, Billy Ray has been actively involved in local charitable organizations, having previously served on the Board of Directors of Big Brothers/Big Sisters of Middle Tennessee, The Faith Family Medical clinic and The Vanderbilt University Board of Trust.