Caleb Burr Email
Wealth Manager @ JL Smith | Wealth & Tax Planning
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Caleb Burr Location
- Cleveland, OH, US
Caleb Burr Work
- Wealth Manager @ (August 2025 - Present)
- Client Services Team Lead @ (December 2024 - September 2025)
- Paraplanner @ (September 2024 - September 2025)
- Client Services Associate @ (February 2023 - September 2024)
- Adminstrative Analysis Intern @ (May 2020 - July 2020)
Caleb Burr Education
- Youngstown State University
Master of Business Administration - MBA
2022-2024 - Lafayette College
Economics (Finance, General)
2018-2022
Caleb Burr Summary
- Caleb Burr, based in Cleveland, OH, US, is currently a Wealth Manager at JL Smith Holistic Wealth Management. Caleb Burr brings experience from previous roles at JL Smith Holistic Wealth Management and University Has. Caleb Burr holds a 2022 - 2024 Master of Business Administration - MBA @ Youngstown State University. Caleb Burr has 1 emails on RocketReach.
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