2 weeks ago
Carlyle Joins GTCR As Strategic Investor in CAPTRUST
CAPTRUST announced a minority growth investment from funds managed by...
- With CAPTRUST Since 2023
- 210.402.7200
-
1826 N Loop 1604 W #260
San Antonio, TX 78248
Shane D. Price, CFP®
Principal
- Lawton, OK
- The Natural
- Warren Buffett, Nolan Ryan, and Abraham Lincoln
- Do unto others as you would have them do unto you.
- Humility, honesty, and integrity
Financial Advisors
Shane is a wealth management financial advisor based in San Antonio, TX.
Shane joined CAPTRUST in 2023 from Southern Wealth Management and serves as a principal. He has more than 20 years of experience offering a variety of wealth planning services including financial planning, retirement planning, and investment management to high-net-worth and ultra-high-net-worth individuals and families.
He holds a Bachelor of Business Administration degree in finance and a Master of Business Administration degree from Abilene Christian University.
Shane and his wife, Denee, have two children, Avery and Brady. Outside of the office, Shane attends his daughter’s swim meets, travels, and spends time with family. He is also on the Advisory Board for the nonprofit Wonders & Worries.
Education
- Bachelor of Business Administration degree in finance
- Master of Business Administration degree from Abilene Christian University
Memberships
- Member, Advisory Board, Wonders & Worries
News & Resources
Announcements
In the Community
1 month ago
CAPTRUST Community Foundation Supports 76 Nonprofits on Giving Day
Fourth Annual Giving...
Announcements
3 months ago
San Antonio’s Southern Wealth Management Joins CAPTRUST
Bolsters Firm’s Presence in Texas and...
Wealth Management
4 months ago
Net Unrealized Appreciation
Net unrealized appreciation, or NUA, is a tax strategy that...
