(614) 285-3462

jcaldwell@stratoswp.com

James R. Caldwell is a Senior Wealth Advisor at Beam Capital Partners, affiliated with Stratos Wealth Partners. A proud Columbus native, James was born and raised in Upper Arlington, Ohio, and graduated from The Ohio State University with a degree in Business Administration and Finance, later earning a Master’s in Physical Education. From 1998 to 2000, he served on the football coaching staff at OSU. After spending time in sunny Vero Beach, Florida, James returned to his hometown, where he and his wife Debbie enjoy life with their three grown sons—Beau, Jay, and Chase—and their three granddaughters, Reese, Ells, and Piper.

In their free time, James and Debbie enjoy traveling, staying active in the community, and playing both golf and tennis. As a Wealth Advisor, James specializes in comprehensive financial planning, focusing on retirement income, social security strategies, portfolio management, tax-efficient planning, and estate needs. His goal is to help clients create lasting financial security by offering tailored advice and support throughout their financial journey. He is driven by a commitment to deliver an exceptional client experience with the highest level of service and detailed attention to all aspects of his clients' financial lives.