Certified financial planner Mark Castle has launched Castle Wealth Partners, an independent advisory practice managing more than $315 million in client assets, by partnering with Independent Advisor Alliance, an office of supervisory jurisdiction on LPL Financial’s hybrid RIA platform, IAA announced today.
An industry veteran with more than three decades of experience, Castle most recently served as senior vice president for Stephens Inc.’s private client group division. He has also worked for Morgan Stanley as senior vice president of wealth management. Earlier in his career, he was a trust officer with several banks.
Based in Atlanta, Castle Wealth provides wealth, estate and tax planning services for high-net-worth individuals. IAA is based in Charlotte, N.C.