The Castleberry Advisory Group

San Antonio, TX

“Trusted Advice, Exceptional Service”

Welcome

The Castleberry Advisory Group is a boutique investment practice serving both affluent clients and successful businesses. We embrace a tailored approach that includes focused wealth planning solutions and personalized investment management plans. We get to know our clients, both their money motivations and investment goals, and we collaborate with trusted members of our clients’ team such as CPA’s and attorneys. Our holistic approach helps us look beyond a simple ‘one size fits all’ solution and instead develop a customized map to help clients reach their financial goals.

Our Team

Keary Castleberry
Senior Partner, Managing Director

Keary is a Senior Partner and Managing Director of the Castleberry Advisory Group at Snowden Lane’s San Antonio, TX office. Since 1994, Keary’s wisdom and expertise has enabled him to guide his clients in successfully navigating the myriad of market downturns and reversals.

As a fourth generation Texan, Keary attended Baylor University where he earned his BBA in Marketing and Real Estate Finance while becoming a letterman for the University’s basketball team. His passion for finance and wealth management goes back to his early middle school years where he would follow the newspaper listing of several stocks in his pretend portfolio.  After college, he spent the next 10 years successfully managing the financial systems division of a major computer company.  It was at this time that Keary decided to refocus his energy back on his true passion and become a Financial Advisor.  Even after all these years, you will still find Keary with his newspaper and the same youthful enthusiasm for investing as when he followed stocks as a young middle schooler.

Keary currently holds the Series 7, 63 and 31 registrations as well as Group I and II Life and Health insurance licenses.  He resides in San Antonio, TX with his wife Cathy and the youngest two of their four children.  Keary and Cathy spend much of their spare time attending sports, dance, art and music events in support of the children when not involved in leadership roles within their local church congregation.

Lara Sterns
Senior Registered Client Relationship Manager

Lara Sterns is a Senior Registered Client Relationship Manager with the Castleberry Advisory Group at Snowden Lane’s San Antonio, TX office.  Since 1985 Lara’s attentiveness, efficiency and responsiveness has enabled her to develop deep relationships and trust with her clients that go well beyond their finances.

In 2013 she joined the Castleberry Advisory Group and has been able to utilize her extensive experience and expertise to manage the group’s day-to-day account administration and maintenance, monetary and asset rebalancing, and periodic trading for their clients.  The high regard that Lara’s clients hold for her is a true testament to her dedication and ability.

Lara holds both the Series 7 and 63 securities licenses.  She was born and raised in San Antonio, TX where she currently resides with her son, who is currently attending Texas A&M University in Corpus Christi.  In her spare time Lara enjoys travelling, antiquing, attending basketball games and enjoying time with family and friends.

Contact

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The Castleberry Advisory Group

San Antonio

4630 N. Loop 1604 W
Suite 301
San Antonio, TX 78249
(210) 714-3920

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