1 month ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- With CAPTRUST Since 2019
- 210.245.2694
-
700 North Saint Mary's St
#100
San Antonio, TX 78205
Lisa Gostkowski
Financial Advisor
- San Antonio, TX
- Tale of Two Cities | It's a Wonderful Life
- Ernest Hemmingway, Abraham Lincoln, and Marie Curie
- If you want to fly, give up everything that weighs you down. -Buddha
- Humor, compassion, and honesty
Financial Advisors
Lisa Gostkowski is a wealth management financial advisor based in San Antonio, TX.
Lisa joined CAPTRUST from South Texas Money Management in 2019. She serves as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to joining the firm, Lisa served as a senior vice president and relationship manager at South Texas Money Management. She earned her Bachelor of Business Administration degree from the University of Texas at San Antonio and a Bachelor of Arts degree from Baylor University.
Education
- Bachelor of Business Administration degree from the University of Texas at San Antonio
- Bachelor of Arts degree from Baylor University
Memberships
- Treasurer, Alpha Home Board
- Board Member, Planned Giving Council San Antonio
- Member, the Financial Planning Association
- Member, CAPTRUST Women’s Initiative
News & Resources
Announcements
Announcements
2 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
