Alison Castle

About Alison Castle

Hard working professional with ambitious goals and a positive outlook!Graduated from the W. P. Carey School of Business at Arizona State University with Summa Cum Laude honors as a dual major in Finance and Management. Maintained roles at Merrill Lynch Wealth Management and is currently growing with Wells Fargo Advisors. In May 2025, earned a Master of Business Administration degree from the University of Colorado Denver. Passionate about the operational aspects within private wealth management and making a big impact!This information is intended for use by residents of AR, AZ, CO, ID, MA, MT, NM, TX, UT, WA and WY and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Branch Support Manager

   Wells Fargo Advisors

   Apr 2022 — Present

   Identify opportunities for process improvement and risk control development in less complex functional areasMake day to day supervisory decisions and resolve issues related to team supervision, work allocation, and daily operationsLeverage interpretation of policies, procedures, and compliance requirementsManage allocation of people and financial resources for Brokerage Field SupportMentor and guide talent development of direct reports and assist in hiring talent

Education

• University of Colorado Denver

  Master of Business Administration - MBA

  2022

• Arizona State University

  Bachelor’s Degree