Caleb joined the Stoneburner Wealth team in 2024 following 2 years at Fidelity Investments. His primary role is to provide support for other SWM advisors in the financial planning process. Caleb also focuses on our structured protection strategies that are critical to our client's financial success.
At Fidelity, Caleb passed his SIE, series 7, 63 and 66. After spending time as a mutual fund trader, he joined the investment solutions team specializing in retirement planning, fixed income solutions and investment allocations.
Caleb started his college career playing D1 football at Boston College, then he transferred and graduated in 2021 from The Ohio State University with a degree in consumer and family financial services.
In his free time, Caleb enjoys playing golf with family and friends. He also enjoys staying physically active.