Mission Wealth is happy to announce its merger with a mother-daughter advisory crew from Austin, Texas. Mary Voll Miller and Alison Miller are situated in central West Lake Hills, Austin, and serve purchasers all through the state of Texas and throughout the nation. The addition of this crew strengthens Mission Wealth’s current shopper service expertise and can allow Mission Wealth to raised serve the wants of future clientele on this increasing area.
CEO Matthew Adams shared, “We’re thrilled to welcome Mary and Alison to the crew and know they may make a direct influence throughout the agency. Each Mary and Alison exhibit the very best stage of professionalism, an unimaginable work ethic, and a transparent ardour to unravel their purchasers’ monetary wants. From the second we met Mary and Alison, it was clear to us that our shared values, our dedication to our groups, and our collective imaginative and prescient of the shopper expertise would make this a great match.”
Please learn our full press release here.
West Lake Hills, Austin, Texas Monetary Advisors
Mary Voll Miller, CFP®, CDFA started her profession as a broadcast tv govt earlier than transitioning into finance. Previous to becoming a member of Mission Wealth in 2023, Mary spent twelve years as Associate and Monetary Advisor at Per Stirling Capital Administration, and three years at Selection Asset Administration, each in Austin, TX. Mary is a longtime volunteer at The Lake Travis Thrift Store and is a member of The Girls of Charity. She belongs to the Austin Chapter of the Monetary Planning Affiliation, the place she served on the board of administrators. Mary additionally served as an adjunct professor for the College of Texas Capstone Class of the Licensed Monetary Planning Certificates Program from 2016-2020.
Mary graduated with the very best honors from the College of Texas Monetary Planning Certificates Program and has accomplished a specialised academic program in skilled divorce evaluation from the Institute for Divorce Monetary Analysts (IDFA®). Mary is deeply dedicated to addressing the distinctive monetary planning wants of her purchasers. She does this from a spot of ardour, with the guts of a instructor, and with deep look after her purchasers’ wellbeing, specializing in working with fellow child boomers and girls in transition.
“We’re delighted to accomplice with Mission Wealth and sit up for using their superb sources to assist make our shopper expertise even higher! Having in-house entry to tax, property, philanthropy, and funding administration professionals is a recreation changer and permits us to serve our purchasers with best-in-class sources, instruments, and help.” Mary Voll Miller added.
Previous to the merger with Mission Wealth, Alison Miller labored as a Consumer Service Affiliate at Per Stirling Capital Administration. She discovered her calling in monetary planning as a second-generation monetary planner, following within the footsteps of her mom, Mary. Alison graduated together with her Bachelor in Enterprise Administration in Finance from St. Edward’s College in 2021 and is presently pursuing her CFP® by means of the American Faculty of Monetary Planning. Alison can be a member of the Austin Chapter of the Monetary Planning Affiliation the place she presently serves on the Board of Administrators.
Increasing Ladies on a Mission at Mission Wealth
The addition of Mary and Alison strengthens our Ladies on a Mission group right here at Mission Wealth. This array of feminine crew members provides the recommendation and steering ladies want on this new age. Our aim is to help a future filled with sturdy, impartial ladies, primarily based on training, positivity, and empowerment. To study extra about our Women on a Mission initiative, visit our page.
Mission Wealth Proudly Serves Shoppers from 28 Places
The addition of our West Lake Hills workplace expands our Austin presence to 2 full areas for purchasers to fulfill our advisory crew. This additionally extends our workplace areas to twenty-eight all through the USA. To search out an advisor close to you, please visit our locations page.