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Market Update | January 2023
A year ago, markets were coming off one of the...
Vice President,
Financial Advisor
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.
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