Caleb Ulmer

Wealth Advisor

Caleb Ulmer is a dedicated financial professional born in Marion, Ohio, and raised in Crawford County. After pursuing his studies at The Ohio State University’s Fisher College of Business, Caleb embarked on a career that has garnered him recognition as a top advisor at Raymond James during the 2020 and 2021 symposiums. He brings a wealth of skills to his role, particularly in problem-solving, interpersonal communication, and a commitment to continuous learning. Currently working toward his Certified Financial Planner designation, Caleb values the importance of preparedness in the face of life’s unpredictabilities, a lesson emphasized during the challenges of the COVID-19 pandemic.

Outside of his professional pursuits, Caleb is a passionate advocate for local healthcare, serving as a board member for the Avita Health System Foundation and the United Way of North Central Ohio. He enjoys an annual family trip to Glen Arbor, Michigan—a place made special when he proposed to his wife, Katrina. Together, they share a lively household with their son, Matthew, and an English bulldog named Amira. In his free time, Caleb enjoys golfing, reading, and collecting vinyl records, all while proudly cheering for his beloved Buckeyes. His adventurous spirit also led him to skydiving and an internship in Sydney, Australia, further enriching his diverse life experiences.