Morgan Castner, CFP®
Senior Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors
wellsfargoadvisors.com
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Senior Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors
wellsfargoadvisors.com
Senior Vice President - Investments, Financial Advisor
Wells Fargo Advisors
• www.linkedin.com/company/wells-fargo-advisors
Jan 2022 - Present
First Vice President of Investments
Wells Fargo Advisors
Apr 2017 - Dec 2021
Vice President Of Investments
Wells Fargo Advisors
Jan 2017 - Mar 2017
Associate Vice President of Investments at Castner Wealth Management
Wells Fargo Advisors
Mar 2014 - Jan 2017
Greater New York City Area
Financial Advisor
Wells Fargo Advisors
Jul 2010 - Mar 2014
Master of Management Studies
Fuqua School of Business
Aug 2009 - May 2010
Intern
York Street Capital Partners
Jul 2008 - Jul 2008
Intern
American Indochina Management - Private Equity
May 2008 - Jul 2008
Intern
Wachovia Securities
Dec 2007 - Jan 2008