2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
- With CAPTRUST Since 2019
- 512.342.2272
-
115 Wild Basin Road S. #225
Austin, TX 78746
Lisa Fox Danford, CFP®
Principal,
Financial Advisor
- Norman, Oklahoma
- Water for Elephants | The Blind Side
- My husband, family, and best friends
- What You Can Do, or Dream You Can, Begin It; Boldness Has Genius, Power, and Magic in It by Johann Wolfgang von Goethe
- Kindness, integrity, and equanimity
Financial Advisors
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. She has received her CERTIFIED FINANCIAL PLANNER™ certification and has been in the industry since 2000.
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™
Memberships
- Member, Financial Planning Association
- Member, Texas Wall Street Women
News & Resources
Resources
Resources
5 months ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
Resources
8 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Resources
11 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
