Mark Castle, CFP®, CIMA®
President, Financial Advisor
Mark Castle brings over 35 years of experience in the investment management and financial services industry. He currently serves as President of Castle Wealth Partners, an Atlanta based Independent Wealth Management Firm. Mark leads a team of dedicated professionals with over 50 years of combined experience. Castle Wealth Partners focuses on assisting families with their financial planning, investment accumulation and decumulation as well other fiduciary duties.
Mark most recently spent 9 years as a Senior Vice President at Stephens Inc. Private Client Group – Atlanta office. Prior to that role, he worked for 11 years as Senior Vice President/Financial Advisor with Smith Barney, and its successor Morgan Stanley Smith Barney.
Mark’s other corporate industry experience includes his time as Divisional Director for Smith Barney’s Corporate Retirement Services/Citistreet Groups, as well as Divisional Investment Director for Citigroup Asset Management. Prior to joining Smith Barney, Mark was a Senior Vice President of Institutional Sales for Morgan Keegan & Company.
Mark began his financial services career in 1986 and worked for over 10 years for two major regional banks: SunTrust and First Tennessee. He functioned in various client service and institutional service roles including investment services, retirement services and as a Trust Officer/Account Relationship Manager.
Having earned a B.A. in Management from Covenant College and an M.B.A. in Finance from the University of Tennessee, Mark has also satisfied the education, experience and ethics requirements as a CFP® Board Certified Financial Planner, and an Investment Management Consultants Association (IMCA®) accredited Certified Investment Management Analyst, CIMA®.
Mark served and was honorably discharged from the United States Marine Corps, and is a former member of the Board of Directors for the Siskin Memorial Foundation for the Chamber of Commerce. He is married to Teresa, his wife of 36 years and they have two children–a son, Hunter and a daughter, Jordan.