Lisa Fox Danford is a wealth management financial advisor based in Austin, TX.
Lisa joined CAPTRUST from South Texas Money Management in 2019. She serves as a principal and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives. Lisa is experienced in overseeing, developing, and implementing best-in-class investment services for her clients.
Prior to joining the firm, Lisa served as managing director and director of financial planning at South Texas Money Management. Before that, she was president and co-owner of Third Coast Wealth Advisors, the Austin firm acquired by South Texas Money Management in 2006, and prior to that she was a trust officer at Frost Bank.
Education
- Bachelor of Science degree in business professional studies from Western Governors University
- Master of Science degree in banking and financial services management from Boston University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
Industry Involvement
- CERTIFIED FINANCIAL PLANNER®
Memberships
- Member, Financial Planning Association
- Member, Texas Wall Street Women