Client Service Rep.   214-978-4743

Annie Roybal


Client Service Representative Client Service Rep.

1 year of service (since 2018)


Annie Roybal joined CAPIS as a client service representative in 2018. Prior to joining the firm, Annie was a compliance assistant at Merrill Lynch. Prior to Merrill Lynch , she was a client service associate at UBS Financial. Annie has over 14 years of experience in the financial industry.

Annie works directly with Jon Lantz, Ed O’Dowd, Bill Steen and Russell Robinson.

Annie Roybal joined CAPIS as a client service representative in 2018. Prior to joining the firm, Annie was a compliance assistant at Merrill Lynch. Prior to Merrill Lynch , she was a client service associate at UBS Financial. Annie has over 14 years of experience in the financial industry.

Annie works directly with Jon Lantz, Ed O’Dowd, Bill Steen and Russell Robinson.

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