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ML&R Wealth Management LLC
Maxwell Locke Ritter

Alicia Bond

Wealth Management Associate

Professional Experience

Alicia began her business career with Wells Fargo Bank in 2004. She worked in Wimberley, San Marcos, and New Braunfels and held the positions of teller, personal banker, and service manager. In her four years as a manager, she had an opportunity to hire, develop, and lead an eight person team to be successful with customer service, operations, compliance, and helping customers succeed financially.

Alicia joined ML&R Wealth Management LLC in May 2013, where she assists with the client’s long-term planning and day to day needs associated with the wealth management process. She assists in keeping the wealth management department in compliance with SEC regulations.
 

Industry Focus

  • Wealth Management
  • Retirement Planning
  • Compliance 

Education

Texas State University
Bachelor of Liberal Arts, minor in Psychology, and a teaching certification
 

Community

Current: Meals on Wheels, Volunteer; Any Baby Can, Volunteer; Capital Area Food Bank, Volunteer

Past: MS 150, Volunteer; Race for the Cure Volunteer; and Rock N’ Roll Marathon

Affiliations

The BAM Alliance, Operations Steering Committee