Arleth Herrera in

Arleth Herrera

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Associate | Relationship Management at CAPTRUST
📍 United States

Arleth Herrera is an Associate II in Relationship Management at CAPTRUSTs The Woodlands office, specializing in comprehensive wealth management for high-net-worth families. She holds a Bachelor of Business Administration in Finance from Sam Houston State University and has passed the Series 65 regulatory exam, enabling her to serve clients in Texas.

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Experience
7 Years
Current Role
Associate | Relationship Management
Location
United States
Personality Overview

How Arleth shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Arleth cares about

Wealth Management
Her role focuses on providing comprehensive wealth management and financial planning services to high-net-worth and ultra-high-net-worth individuals and families.
Financial Security
Driven by her family's experience with homelessness during the 2008 financial crisis, she is passionate about helping others achieve financial security.
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Career

Work history

1-2024
Associate | Relationship Management
CAPTRUST
7-2023 - 1-2024
Family Wealth Advisor
Engrave Wealth Partners
1-2023 - 7-2023
Retirement Transition Specialist
Engrave Wealth Partners
5-2022 - 12-2022
Marketing Intern
Engrave Wealth Partners
1-2020 - 5-2022
Secretary
HP Drywall LLC.
In the press

Media appearances

Arleth Herrera | Financial Advisor - Captrust | TX. Featured in SmartAdvisorMatch
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Education
8-2017 - 12-2022
Bachelor of Business Administration - BBA
Sam Houston State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Builders
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