JL Smith | Holistic Wealth Management
Caleb Burr, MBA, is a professional currently serving as a Paraplanner and Client Services Associate at JL Smith Holistic Wealth Management since February 2023. Prior experience includes an internship as an Administrative Analysis Intern at University Has from May 2020 to July 2020. Caleb Burr holds a Bachelor’s degree in Economics with a focus on Finance from Lafayette College, completed in 2022, and is pursuing a Master of Business Administration at Youngstown State University, expected to be conferred in May 2024.
JL Smith | Holistic Wealth Management
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.