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ML&R Wealth Management LLC
Maxwell Locke Ritter

Vanessa McElwrath

Wealth Management Advisor

Professional Experience

Vanessa joined ML&R Wealth Management in 2013 after beginning her career at Dimensional Fund Advisors, a global investment management firm headquartered in Austin, TX. At Dimensional, Vanessa provided educational and analytical support related to capital markets research and holistic portfolio management to financial advisors across the country. Currently, Vanessa is a Registered Investment Advisor representative of ML&R Wealth Management. Vanessa assists clients in developing long-term investment strategies and creating investment portfolios designed to achieve their financial goals and objectives.

Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). The CFP® curriculum focuses on financial planning, investment consulting, retirement planning, estate planning, asset protection planning, tax planning, and employee benefits planning.
 

Industry Focus

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Education and Estate Planning
  • 401(k) Retirement Services

Education

The University of Texas at Austin
Bachelor of Business Administration in Accounting
Master in Professional Accounting
 

Community

Current: Preservation Austin, First Vice President; Preservation Austin, Historic Homes Tour Event Chair; Ballet Austin Guild, Treasurer; KIPP Austin Alliance, Board Member

Past: Preservation Austin, Treasurer; Con Mi Madre Sponsorhip Committee; Foundation Communities, Tax Prep Volunteer; KIPP Austin ‘To and Through College’, Mentor; Cystic Fibrosis Foundation BREATHE, Board Member; Celebration of Life Luncheon, Planning Committee
 

Affiliations

American Institute of Certified Public Accountants (AICPA), CERTIFIED FINANCIAL PLANNER ™