Biz Buzz: Castleberry receives Certified Financial Planner practitioner certification

Biz Buzz: Castleberry receives Certified Financial Planner practitioner certification

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Morgan Stanley announced that David A. Castleberry, a vice president, financial adviser in the firm’s Wealth Management office in Napa, has been awarded the CFP (Certified Financial Planner) certification.

Castleberry has worked at Morgan Stanley Wealth Management since 2014.

In addition to providing financial planning services, he provides a variety of other advisory and non-advisory financial services, including brokerage services, to clients.

Info: morganstanley.com, 707-254-4444 

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