7 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
- 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
Resources
Wealth Management
7 days ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
3 months ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
