Stephanie Smith is a wealth management financial advisor based in San Antonio, TX.
Stephanie joined CAPTRUST in 2023 from Southern Wealth Management and serves as a financial advisor relationship manager. She provides financial planning and wealth management for multi-generational families with a focus on the rising generations.
Stephanie holds a Bachelor of Business Administration degree in finance from Southwest Texas State University and the designation of Certified Private Wealth Advisor (CPWA®). Outside of the office, she enjoys spending time with her husband and two sons hunting, fishing, and traveling in their RV across Texas.
- Bachelor of Business Administration degree in finance from Southwest Texas State University
- Certified Private Wealth Advisor