Financial Advisors

Nimisha Rana is a wealth management financial advisor based in San Antonio, TX.

Nimisha Rana joined CAPTRUST in 2023 from Southern Wealth Management. She provides a broad range of tax consulting, compliance, and tax planning services to high-net-worth families.

Nimisha holds a Bachelor of Science degree in math and education from Loughborough University, a Master of Business Administration degree from the University of Houston, and the designation of Certified Public Accountant. Outside of work, she enjoys spending time with family, cooking, baking, reading, watching TV, dancing, traveling, and attending concerts.