5 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
- With CAPTRUST Since 2019
- 210.245.2694
-
700 North Saint Mary's St.
Suite 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 is a wealth management advisor based out of the San Antonio, Texas office.
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
Resources
Wealth Management
5 months ago
Cash Reserves
Knowing how much emergency savings you need to have does...
Resources
6 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Wealth Management
11 months ago
Eldercare
Talking about eldercare with your parents is important, and waiting...