Castle Wealth Management, Promotes Joshua Davis to a Principal of the Firm

Press Release • updated: Jul 10, 2015

Castle Wealth Management, a SEC Registered Investment Advisory Firm, announced the promotion of Joshua Davis to a Principal of the Firm. He will have the primary responsibility of Financial Planning for the roughly 80 families that the firm manages finances for.

West Palm Beach, FL, July 10, 2015 (Newswire.com) - Mr. Davis, 27, joined the company in January, 2011 as a Financial Planner and quickly proved himself by helping clients implement successful strategies to achieve client goals. He enjoys helping clients get organized and stay on track with their plan.

Mr. Davis earned his B.S. degree in Finance from Azusa Pacific University’s School of Business & Management and his MBA from the Hough Graduate School of Business at the University of Florida. Josh is a Certified Financial Planner (CFP®) through the CFP® board and is among the youngest to have earned this certification according to statistics posted by the CFP® board. Josh is a member of the Financial Planning Association’s Gold Coast Chapter, the East Coast Estate Planning Council, and the Young Professionals of the Palm Beaches through the Chamber of Commerce. Prior experiences in the financial services industry include; Wells Fargo Advisors and Scottrade Financial Services.

"Josh has developed into an experienced financial planner, who is adored by our clients. We were thrilled to promote him to this important position," said Christina Worley, CPA/PFS, CFP®, Managing Member, Castle Wealth Management.

Castle Wealth Management provides customized wealth management and financial planning services to high net worth families, individuals, businesses, trusts, and charitable entities. The firm was incorporated on October 9, 1997 as P.F.S. Advisors, L.C. D/B/A Castle Wealth Management. The regulatory assets under management of the firm as of 4/2/2015 are $174,302,434.