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Q&A With Caleb Barr

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Caleb Barr
ASSOCIATE, Mariner
Location: Tallahassee, FL United States
Joined: Oct 10th, 2023
About   (request update)
Education   (request update)
Florida A&M University class of 2024
Undergrad Major: Business Administration
Experience
I currently work with Mariner as ASSOCIATE
I have years of experience working in the Financial Services industry.
Client Service Associate | Mariner Wealth Advisors
From January 2025 to Current • 1 year(s)
 Supported a team of 3 Senior Wealth Advisors worth $300M AUM by managing new account setups, ACAT transfers, client reporting, and PTE paperwork for retirees. Facilitated communication between clients and wealth teams regarding RMDs, asset allocation, and investment elections.
Cadet (E-5) | Florida Army National Guard
From August 2020 to January 2025 • 5 year(s)
 Led and trained soldiers in logistical support missions, convoy operations, and transport coordination under high-pressure environments. Maintained readiness and accountability for over $500,000 in transportation equipment.
Intern | Mariner Wealth Advisors
From May 2024 to August 2024 • 0 year(s)
 Facilitated research and proposed over 100 suitable alternative equity, income-producing, index and hybrid investment funds for Senior Wealth Advisors implementation. Conducted an Emoney estate planning case study advising clients on assets with a $40 million net worth.
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Guestbook Comments
It's my pleasure to have you join, us as a new or seasoned member. May you have an amazing, blessed and marvelous day
Tagged by Ralph White on 10/14/2023  
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