Griffin Stockwell
Wealth Management & Tax Intern @CAPTRUST
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WORK HISTORY
Wealth Management & Tax Intern @CAPTRUST
Dallas, TX, US
Performed investment and market research by generating quarterly performance reports across equities, fixed income, and alternatives; summarized macro themes, relative value observations, and key discrepancies for internal commentary and advisor use. Collaborated with financial advisors and associates on projects including portfolio rebalancing, fund and ETF research, and maintaining tax-efficient allocations aligned with client goals across family, trust, and institutional portfolios. Assisted with preparing quarterly estimated tax calculations for high-net-worth clients by analyzing financial data and supporting advisors in developing accurate projections to help ensure timely payments and effective tax planning.
EDUCATION
Texas A&M University
Bachelor of Science - BS
ABOUT GRIFFIN STOCKWELL
Ambitious undergraduate at Texas A&M University, pursuing a career in wealth management and financial planning. With a self-starter entrepreneurial background, I have had the privilege of assisting over 50 individuals and families across the Austin and College Station areas through contract work, consistently delivering excellent customer service and building lasting client relationships. My hands-on experience has strengthened my communication, problem-solving, and attention-to-detail skills—qualities essential for success in financial services. Eager to deepen my industry knowledge, I am actively exploring opportunities to learn more about financial planning and aspire to become a Certified Financial Planner (CFP) in the future.
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