As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors and businesses to create and implement strategies that work toward specific goals we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals, including CPAs, estate planning attorneys and life insurance specialists and agents, to execute needed actions.
During our initial visit, we will ask questions so that we can truly understand our clients' needs and goals. We then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.
We have found that our clients really appreciate the time we take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.
I am a member of the Atmore Rotary Club, a director for the Atmore Area Christian Care Ministry, teach Sunday school and also teach Disciple at the First United Methodist Church.
My family and I moved to Atmore in 1983 to manage my Father-in-law's agency. In 1990 we merged with Maxwell-Haley to form Maxwell, Haley & Castleberry Real Estate and Insurance Agency. There we offered insurance, real estate and investments. In 2008, we merged with the Securance Group and in 2012 we sold the agency to Banctrust South.
Office Address100 N Trammell St
Atmore, AL 36502
Phone NumberKeith E Castleberry at (251) 368-5727
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