The Castleberry Advisory Group

San Antonio, TX

imageLara Sterns Senior Registered Client Relationship ManagerLara 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.