Gabriella Lehmann
Associate | Relationship Management
- Role
- Associate Relationship Management at CAPTRUST
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Gabriella Lehmann
A native of The Woodlands, I graduated cum laude from Texas A&M University with a…
Experience
Associate Relationship Management
May 2025 — Present · The Woodlands, TX, US
Support the advisory team in relationship management, client meeting preparation, and account servicing.• Assist in retirement, education, and multi-generational wealth planning strategies tailored to client goals.• Continue developing expertise in financial planning and investments while pursuing the CFP® designation.
Education
Texas A&M University
Bachelor of Science - BS, Financial Planning
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