Doug Castle
Financial Advisor at Castle Financial Strategies | Bozeman, Montana, United States
Doug Castle’s Email & Phone Number
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Financial Advisor at Castle Financial Strategies in October 2023 - Present
Financial Advisor at Palisade Financial | Raymond James in July 2020 - October 2023
Client Service Representative at Palisade Financial | Raymond James in May 2020 - July 2020
Assistant Vice President at Trust Company of Oklahoma in January 2018 - May 2020
Trust Officer at Trust Company of Oklahoma in August 2017 - December 2018
Investment Assistant at J.P. Morgan in January 2017 - August 2017
Financial Representative at Northwestern Mutual in January 2015 - January 2017
Food Service Coordinator at New Life Ranch in July 2010 - December 2014
Social Services Specialist at Oklahoma Department of Human Services in September 2009 - July 2010
Oklahoma State University, Master of Business Administration - MBA, January 2019 to January 2020
University of Oklahoma, Bachelor of Arts (B.A.), January 2005 to January 2008
Jenks High School, January 2001 to January 2004
Financial Advisor RJFS & Managing Partner at Pendle Hill Advisors, LLC
Managing Partner at Pendle Hill Advisors, LLC
(March 2021 – Present)
Co-founder
Company Owner at Oak Crest Financial
(January 2018 – Present)
Financial Advisor at Oak Crest Advisors
Transfer Ambassador at Texas Tech University
(March 2021 – Present)
I help a select group of successful business owners to clarify their finances and focus on impact, service, and legacy.
Financial Advisor | Raymond James at Oak Crest Advisors
(January 2022 – Present)
Helping professionals navigate company stock decisions post-IPO in a way that fits their goals, so they can pursue what matters most without regret.
Co-Founder, Oak Crest Advisors / Financial Advisor, RJFS at Oak Crest Advisors
(Oct 2019 – Present)
Financial Services Supervision | Compliance | Oak Crest Advisors
Financial Services Supervision at Oak Crest Advisors
(Feb 2025 – Present)
What is Doug Castle email address?
Email Doug Castle at [email protected]. This email is the most updated Doug Castle's email found in 2026.
How to contact Doug Castle?
To contact Doug Castle send an email to [email protected].
What industry does Doug Castle work in?
Doug Castle works in the Financial Services industry.
