About Us
We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Jeffrey Libman
I believe the value of my nearly 40 years of experience is the ability to look to the future with a perspective that’s solidly grounded in the past. Since I began my career in 1987, I’ve helped clients navigate volatile markets, I’ve guided them through periods of uncertainty and recovery, and I’ve helped them manage the full spectrum of life scenarios and milestones. Leveraging these experiences, I strive to provide the advice, information and reassurance my clients need to make informed decisions about their finances today and tomorrow. My ultimate goal is to empower my clients to do what they want to do with their lives, knowing their future is taken care of.
I work with high net worth individuals, families and business owners of all ages and stages to help them build, manage, protect and transfer their wealth. My own entrepreneurial mindset and background as a business owner gives me a unique viewpoint working with clients who also own and run businesses. I take pride in the fact that my clients can always count on me to be an unbiased straight shooter who doesn’t sugar-coat reality when it comes to their finances. Being honored as a Platinum Council1 advisor for 13 years from 2010 to 2022 underscores my commitment to integrity, service and always putting my clients first.
A New Jersey native, I currently split my time between Randolph, NJ, and Boca Raton, FL. My wife Lisa and I have 3 children we love spending time with. A believer in giving back, I volunteer at Temple B’nai Or in Morristown, NJ, and for the Jewish Federation of Greater Metrowest NJ. In my spare time I’m an avid bicyclist and pickleballer. I also enjoy playing golf and traveling.
Bear Stearns/JP Morgan 2006–2009
Wells Fargo Advisors 2009–present
California Insurance License 4228242 Resident State FL
1The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
2The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
I work with high net worth individuals, families and business owners of all ages and stages to help them build, manage, protect and transfer their wealth. My own entrepreneurial mindset and background as a business owner gives me a unique viewpoint working with clients who also own and run businesses. I take pride in the fact that my clients can always count on me to be an unbiased straight shooter who doesn’t sugar-coat reality when it comes to their finances. Being honored as a Platinum Council1 advisor for 13 years from 2010 to 2022 underscores my commitment to integrity, service and always putting my clients first.
A New Jersey native, I currently split my time between Randolph, NJ, and Boca Raton, FL. My wife Lisa and I have 3 children we love spending time with. A believer in giving back, I volunteer at Temple B’nai Or in Morristown, NJ, and for the Jewish Federation of Greater Metrowest NJ. In my spare time I’m an avid bicyclist and pickleballer. I also enjoy playing golf and traveling.
Education:
The George Washington University, B.B.A MarketingProfessional:
Gibraltar Securities/Tucker Anthony/RBC 1987–2006Bear Stearns/JP Morgan 2006–2009
Wells Fargo Advisors 2009–present
Credentials:
Platinum Council2 Advisor (formerly Premier Advisor) 2010–2022California Insurance License 4228242 Resident State FL
1The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
2The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Managing Director - Investment Officer
https://www.linkedin.com/in/jeffrey-libman-70815558/
Morgan Castner, CFP
Managing Director - Investment Officer
Morgan Castner
, CFP
Morgan Castner, CFP®, MS
Managing Director - Investment Officer
CA Insurance # 0L72394
Resident State NJ
Experience & Education
Wells Fargo Advisors 2010–present Duke University, B.A. Sociology and Markets & Management
Duke University, Fuqua School of Business, M.M.S.
Professional Mission
I believe family is the most important part of life, for me and for my clients. From a young age I learned a strong family is the key to a happy life, and I now help my clients prioritize their family’s interests as they strive to make the most of their finances and live life to the fullest. By helping my clients make informed decisions about their finances, I’m empowering them to meet their goals to lift their families and create opportunities to share meaningful experiences together — such as supporting a child’s education, making memories through travel, or buying a second home for the family to enjoy. At its core, my clients’ goals to achieve financial stability and success are about sustaining, elevating, and protecting their families, now and into the future.
I work with individuals and families of all ages and stages to help them build, manage, preserve, and transfer their wealth. I take pride in working with multiple generations of my clients’ families, which I believe is a testament to the strength of our relationships and the high level of confidence they place in me as their trusted advisor. A CERTIFIED FINANCIAL PLANNER® professional, I got my start in financial services with Wells Fargo Advisors in 2010 when my father, Allen, and I were founding members of the Castner Wealth Management Group of Wells Fargo Advisors.
Away From The Office
Born and raised in New Jersey, I live in Bernardsville with my wife Emily and our two daughters, Elliot and Cade. We love living near our extended family and spending time together on the golf course, in the backyard and around the dinner table. I’m an active Duke alumnus and in my spare time I enjoy playing paddle tennis and traveling — I’ve been fortunate to travel to more than 20 countries.
Credentials
CERTIFIED FINANCIAL PLANNER® professional
2025 Wells Fargo Advisors Platinum Council
2025 Forbes Best-In-State Wealth Advisors*
2025 Forbes Best-In-State Wealth Management Teams*
2017, 2018, 2023, 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State*
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
* 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
* 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
* 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
* 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
* 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria
Paramount Wealth Management Group of Wells Fargo Advisors
51 John F. Kennedy Parkway 4th Floor Short Hills, NJ 07078
Direct: 973-921-6124
morgan.castner@wfa.com
www.paramountwmg.com
CA Insurance # 0L72394
Investment and Insurance Products: • NOT FDIC Insured • NO Bank Guarantee • MAY Lose Value
Wells 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. © 2025 Wells Fargo Clearing Services, LLC. PM-11082026-7947746.
Managing Director - Investment Officer
CA Insurance # 0L72394
Resident State NJ
Experience & Education
Wells Fargo Advisors 2010–present Duke University, B.A. Sociology and Markets & Management
Duke University, Fuqua School of Business, M.M.S.
Professional Mission
I believe family is the most important part of life, for me and for my clients. From a young age I learned a strong family is the key to a happy life, and I now help my clients prioritize their family’s interests as they strive to make the most of their finances and live life to the fullest. By helping my clients make informed decisions about their finances, I’m empowering them to meet their goals to lift their families and create opportunities to share meaningful experiences together — such as supporting a child’s education, making memories through travel, or buying a second home for the family to enjoy. At its core, my clients’ goals to achieve financial stability and success are about sustaining, elevating, and protecting their families, now and into the future.
I work with individuals and families of all ages and stages to help them build, manage, preserve, and transfer their wealth. I take pride in working with multiple generations of my clients’ families, which I believe is a testament to the strength of our relationships and the high level of confidence they place in me as their trusted advisor. A CERTIFIED FINANCIAL PLANNER® professional, I got my start in financial services with Wells Fargo Advisors in 2010 when my father, Allen, and I were founding members of the Castner Wealth Management Group of Wells Fargo Advisors.
Away From The Office
Born and raised in New Jersey, I live in Bernardsville with my wife Emily and our two daughters, Elliot and Cade. We love living near our extended family and spending time together on the golf course, in the backyard and around the dinner table. I’m an active Duke alumnus and in my spare time I enjoy playing paddle tennis and traveling — I’ve been fortunate to travel to more than 20 countries.
Credentials
CERTIFIED FINANCIAL PLANNER® professional
2025 Wells Fargo Advisors Platinum Council
2025 Forbes Best-In-State Wealth Advisors*
2025 Forbes Best-In-State Wealth Management Teams*
2017, 2018, 2023, 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State*
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
* 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
* 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
* 2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
* 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
* 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria
Paramount Wealth Management Group of Wells Fargo Advisors
51 John F. Kennedy Parkway 4th Floor Short Hills, NJ 07078
Direct: 973-921-6124
morgan.castner@wfa.com
www.paramountwmg.com
CA Insurance # 0L72394
Investment and Insurance Products: • NOT FDIC Insured • NO Bank Guarantee • MAY Lose Value
Wells 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. © 2025 Wells Fargo Clearing Services, LLC. PM-11082026-7947746.
Managing Director - Investment Officer
https://www.linkedin.com/in/morgan-castner-cfp%C2%AE-2006b18/
CFP