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Ted Creegan

Wealth Analyst

Ted serves as a Wealth Analyst for Castleview providing support and research for our wealth advisors. He is also responsible for providing client portfolio management support and assisting in implementing the firm's financial planning strategies.

Ted has over ten years of customer service experience where he developed strong interpersonal skills and attention to detail. He graduated with a BS in History from the University of Oklahoma and is currently pursuing his Certified Financial Planner license.