1 month ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Financial Advisor
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.
This $1.9 trillion coronavirus relief package is designed to accelerate...
While the ARP contains a variety of fiscal stimulus measures,...
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...