About David Castle
Senior Vice President
Portfolio Manager
Family Wealth Advisor
CRPS - Certified Retirement Plan Specialist
David is a graduate of Fairfield Preparatory school in Fairfield, CT. He attended Babson College in Wellesley, MA and graduated with a Bachelor of Science degree in business in 2003. After working in the sports & entertainment field he decided to join Morgan Stanley to work with his father's team in 2008 as a Financial Advisor. Since then he has earned the Portfolio Manager and Family Wealth Advisor designations and is now the lead advisor of The Castle Group.
David is also an active member of his community. He currently lives in Easton, CT with his wife Kelly and their 3 young children.
Securities Agent: NC, IL, ID, CT, RI, NY, NV, ME, VT, MO, MA, VA, TN, OH, IA, WA, NJ, NH, GA, FL, WI, OR, MI, MD, SC, MT, DE, CO, NE, TX, PA, ND, AZ, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 150226