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- With CAPTRUST Since 2019
- 210.824.8916
-
700 North Saint Mary's St #100
San Antonio, TX 78205
Heather Ford Caussade, CFP®
Vice President,
Financial Advisor
- San Antonio, Texas
- Wild | Pretty Women
- Eleanor Roosevelt, Ira Glass, and Mindy Kaling
- "The future belongs to those who believe in the beauty of their dreams" - Eleanor Roosevelt
- Authenticity, integrity, and curiosity
Financial Advisors
Heather Caussade is a wealth management advisor based in San Antonio, TX.
Heather joined CAPTRUST from South Texas Money Management in 2019. She serves as a vice president and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to joining the firm, Heather served as an associate relationship manager at South Texas Money Management. She earned her Bachelor of Science degree in psychology from The University of Texas at San Antonio and a Master of Personal Financial Planning degree from Texas Tech University. She has been in the industry since 2015.
Education
- Bachelor of Arts degree in psychology from The University of Texas at San Antonio
- Master of Science degree in personal financial planning from Texas Tech University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
Memberships
- Member, Financial Planning Association of San Antonio & South Texas
News & Resources
Wealth Management
Wealth Management
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Basics of 529 Education Savings for Individuals
Choosing the right college savings plan for your child can...
Wealth Management
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Planned Giving Strategies for Individuals
Planned giving, also known as gift planning or legacy giving,...
Resources
2 months ago
Market Update | October 2022
Coming into 2022, investors had enjoyed three years of terrific...
