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Lisa Fox Danford, CFP®

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 is a wealth management advisor based out of the Austin, Texas location.

Lisa joined CAPTRUST from South Texas Money Management in 2019. She serves as a principal, 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
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