SM

South Texas Money Management

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South Texas Money Management joined CAPTRUST in 2019. CAPTRUST's San Antonio-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits.

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South Texas Money Management's headquarter address
Line 1: 700 north saint mary's, suite 100, san antonio, texas 78205, us
Line 2: 700 N Saint Marys St
South Texas Money Management's industries
investment management
South Texas Money Management's technology
Microsoft Azure Hosting Microsoft Office 365 Mimecast
People working at South Texas Money Management
JD
Josie Coiner Dorris
PR and Media Director
San Antonio, Texas, United States
TG
Teri Grubb
Managing Director & Chief Operating Officer
San Antonio, Texas, United States
JC
Jeanie Wyatt, CFA
Owner
San Antonio, Texas, United States
CC
Christian Ledoux, CFA
Chief Investment Officer
San Antonio, Texas, United States
PR
Pat Rutland
Senior Investment Advisor
San Antonio, Texas, United States
JG
Julia Gavrilov
Investment Advisor
San Antonio, Texas, United States
BD
Barbara Dickson
Sr. Investment Advisor
San Antonio, Texas, United States
GM
Gloria Moss
Admin Asst
San Antonio, Texas, United States
HC
Heather Ford Caussade, M.S., CFP®
Associate Investment Adviser and Financial Planning Assistant
San Antonio, Texas, United States
CM
Christine Quichocho Morrison
Senior Portfolio Management Administrator
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