2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Principal,
Financial Advisor
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.
2 months ago
The classic 1982 film Never Say Never Again marked Sean...
6 months ago
Investors entered the opening quarter of 2023 on the edge...
9 months ago
In this edition of Investment Strategy, Sam Kirby of...
12 months ago
The third quarter of 2022 saw rising inflation and recession...