Private Wealth Management

Mark Castle, CIMA®, CFP®

Senior Vice President

Direct: (404) 461-5128

Background

Mr. Castle joined Stephens in 2012 and currently serves as Senior Vice President in the Private Client Group. Mr. Castle has over 26 years of experience in the financial services industry. Prior to joining Stephens, he served 11 years as Financial Advisor at Smith Barney and its successor Morgan Stanley Smith Barney. Mr. Castle holds a Bachelor of Arts in Management from Covenant College and a Master of Business Administration in Finance from the University of Tennessee. He has also satisfied the education, experience and ethics requirements to be recognized as a Certified Financial Planner (CFP®). The Investment Management Consultants Association (IMCA®) also accredits him as a Certified Investment Management Analyst (CIMA®).


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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