Eddie Caldwell in

Eddie Caldwell

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Private Wealth Advisor and Partner - Cornerstone Financial Group at Northwestern Mutual
📍 Addison, Texas, United States

Eddie Caldwell is a Private Wealth Advisor and Partner with Cornerstone Financial Group at Northwestern Mutual. An alumnus of the University of Arkansas and holding an MBA from The University of Dallas, he is a 19-time Northwestern Mutual Forum honoree and was named one of Forbes’ Top Financial Security Professionals in 2024.

Outside of his professional life, Eddie is a family man, married with three children. He is an avid sports fan and enjoys playing golf. He is actively involved in his Dallas community, serving on the board for The Kings Academy and previously for Prestonwood Christian Academy and other local organizations.

Eddie has been a distinguished member of the Northwestern Mutual Forum for 19 years, a recognition reserved for the firms highest-performing advisors.

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Experience
36 Years
Current Role
Private Wealth Advisor and Partner - Cornerstone Financial Group
Location
Addison, Texas, United States
Personality Overview

How Eddie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Eddie cares about

Wealth Management
As a Private Wealth Advisor, he specializes in helping families and business owners grow, protect, and transfer their wealth according to their personal goals and values.
Investment Strategy
Regularly shares market analysis from Northwestern Mutual's Chief Investment Officer, indicating a focus on keeping clients informed about economic trends and investment opportunities.
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Career

Work history

1-1990
Private Wealth Advisor and Partner - Cornerstone Financial Group
Northwestern Mutual
1-1990 - 1-2023
Wealth Management Advisor / Managing Director
Northwestern Mutual
1-1990 - 1-2023
Private Wealth Advisor and Partner
Northwestern Mutual
1-1990 - 1-2023
Managing Director
Northwestern Mutual
In the press

Media appearances

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Education
1981 - 1986
Bachelor's degree
University of Arkansas
1988 - 1991
Master of Business Administration (MBA)
The University of Dallas
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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