JL Smith | Holistic Wealth Management
Seth Meisler is a seasoned financial professional with extensive experience in wealth management and investment advisory roles. Currently serving as Lead Advisor at JL Smith | Holistic Wealth Management, Seth has previously held relevant positions including Senior Wealth Advisor at Centura Wealth Advisory and Principal, Chief Investment Officer at Affiance Financial. Seth's career also includes a role as VP/Credit Product Officer at Banc of America Leasing and experience as Financial Reporting/Database Manager at LINC Capital, showcasing a comprehensive background in financial services and investment strategy.
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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.