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Heather Ford Caussade

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Heather Ford Caussade

Assistant | CAPTRUST

Texas, San Antonio, United States

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Heather Ford Caussade

Summary

Heather Ford Caussade is a seasoned financial advisor and vice president at CAPTRUST, where she has been instrumental in providing strategic financial planning since 2019. With a strong educational background, including a Bachelor's degree in Psychology from the University of Texas at San Antonio and a Master's degree in Personal Financial Planning from Texas Tech University, she combines analytical skills with a deep understanding of client needs. Her expertise spans financial planning, research, and advisory roles, making her a valuable asset in the financial services industry. A resident of San Antonio, Texas, Heather is known for her commitment to client success and her ability to navigate complex financial landscapes. Outside of her professional pursuits, she likely engages with community initiatives, reflecting her dedication to societal impact. Her leadership role at CAPTRUST positions her at the forefront of industry developments and client advocacy.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Heather Ford Caussade

Work Experience

💼

Assistant at

Heloise

June 2010 - July 2011

💼

Lead Specialist at

Texas Tech University

August 2011 - July 2014

💼

Associate Investment Adviser and Financial Planning Assistant at

South Texas Money Management

August 2015 - Present

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Vice President | Financial Advisor at

CAPTRUST

September 2019 - Present

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Heather Ford Caussade

Education

University of Texas at San Antonio, Bachelor's Degree, Psychology

January 2009 - January 2010

Texas Tech University, Master's Degree, Personal Financial Planning

January 2013 - January 2015

Frequently Asked Questions about Heather Ford Caussade

What is Heather Ford Caussade email address?

Heather Ford Caussade's primary email address is ****************@captrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Heather Ford Caussade work for?

Heather Ford Caussade is a Assistant at CAPTRUST.

Where Heather Ford Caussade graduated from?

Heather Ford Caussade holds a degree in null from University of Texas at San Antonio.

How can I directly contact Heather Ford Caussade?

To contact Heather Ford Caussade directly, you can use the email address ****************@captrust.com. Complete contact information is available upon registration with Muraena.

Who is Heather Ford Caussade?

Heather Ford Caussade is a seasoned financial advisor and vice president at CAPTRUST, where she has been instrumental in providing strategic financial planning since 2019. With a strong educational background, including a Bachelor's degree in Psychology from the University of Texas at San Antonio and a Master's degree in Personal Financial Planning from Texas Tech University, she combines analytical skills with a deep understanding of client needs. Her expertise spans financial planning, research, and advisory roles, making her a valuable asset in the financial services industry. A resident of San Antonio, Texas, Heather is known for her commitment to client success and her ability to navigate complex financial landscapes. Outside of her professional pursuits, she likely engages with community initiatives, reflecting her dedication to societal impact. Her leadership role at CAPTRUST positions her at the forefront of industry developments and client advocacy.

Heather`s contact details

mail

****************@captrust.com

*********@stmmltd.com

****************@captrustadvisors.com

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