Mission Wealth Announces Austin Merger with Mary Voll Miller and Alison Miller

AUSTIN, Texas, April 3, 2023 /PRNewswire/ — Mission Wealth LP introduced right this moment its merger with a mother-daughter advisory staff from Austin, Texas. Mary Voll Miller and Alison Miller are situated in central West Lake Hills, Austin, and serve shoppers all through the state of Texas and throughout the nation. The addition of this staff strengthens Mission Wealth’s current consumer service expertise and can allow Mission Wealth to higher serve the wants of future clientele on this increasing area.

CEO Matthew Adams shared, “We’re thrilled to welcome Mary and Alison to the staff and know they’ll make a direct impression inside the agency. Each Mary and Alison show the very best degree of professionalism, an unbelievable work ethic, and a transparent ardour to resolve their shoppers’ 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 consumer expertise would make this a perfect match.”

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 Companion and Monetary Advisor at Per Stirling Capital Administration, and three years at Alternative 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 shoppers. She does this from a spot of ardour, with the center of a trainer, and with deep take care of her shoppers’ wellbeing, specializing in working with fellow child boomers and girls in transition.

“We’re delighted to associate with Mission Wealth and sit up for using their wonderful assets to assist make our consumer expertise even higher! Having in-house entry to tax, property, philanthropy, and funding administration professionals is a sport changer and permits us to serve our shoppers with best-in-class assets, instruments, and assist.” 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 Voll Miller. Alison graduated along with her Bachelor in Enterprise Administration in Finance from St. Edward’s College in 2021 and is presently pursuing her CFP^® by 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.

About Mission Wealth
Based in 2000, Mission Wealth is a nationally acknowledged RIA that oversees $5.3 Billion in consumer belongings underneath administration. Mission Wealth is understood for its service mannequin, pushed by a world-class expertise stack that provides monetary planning, funding counsel, tax methods, property and belief administration, philanthropic recommendation, and asset safety options tailor-made to every consumer’s wants. For extra info on Mission Wealth partnership alternatives, please go to missionwealth.com/alternative.

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Media Contact:
Michelle Winkles
(805) 729-2917
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SOURCE Mission Wealth Administration, LP