NMS Capital Advisors, LLC (“NMS”) a leading global focused investment banking and asset management firm, announced today that Heather Castle has joined the firm as Director, Wealth Management.
Ms. Castle, who has more than ten years financial services industry experience having previously worked at such firms as Fidelity Brokerage Services, Stifel, Nicolaus & Co., Morgan Keegan and Sterne, Agee and Leach, joins the NMS team strengthening its wealth management division. Ms. Castle’s practice focuses on providing financial planning and investment management services to individuals and business owners and will also serve to assist investment banking clients who have wealth management needs.
Stacey Lavender-Mayes, Chief Compliance Officer and Executive Vice President, Operations said “It’s a pleasure to welcome Heather to the team. With an impressive track record having worked at some of the most respected firms in the industry, and even more importantly, uncompressing standards related to her ethics and client’s needs, we all look forward to working with her”.
Ms. Castle holds the following financial designations, CFP® (Certified Financial Planner), ChFC® (Chartered Financial Consultant) and AIF® (Accredited Investment Fiduciary). She is a graduate of the University of Alabama, with a B.S. in Finance and Manderson School of Business, MBA. She holds the following licenses; Series 7, 9, 10 and 66 and Life, Health and Variable Insurance.