As a parent or grandparent, you may want to help your children or grandchildren save for their future and build wealth by investing money in their name. However, it’s important to be aware of Kiddie Tax and how it...
Rachel Roth joined our team in April 2019 and brings over 20 years of experience to our team here at ML&R Wealth Management. Rachel values client relationships and world-class service. From long-term planning to day-to-day needs, Rachel takes pride in her attention to detail and careful analysis of each unique situation, understanding that the wealth management process is different for each client.
Rachel began her career in 1999 as a Paraplanner in Houston. A move to Austin a few years later brought her to a brokerage firm and a Registered Investment Advisory (RIA) firm where she advanced to a role managing the client service operations team. She is highly familiar with the broad scope of the wealth management process, and she seeks growth for all of our clients.
Continuing Education & Memberships
At ML&R Wealth Management we value continuing education in the community and for our staff. Ongoing training brings cutting-edge knowledge, collaboration, and expertise to our team. Rachel is also a highly-certified member of HIFON (High Impact Financial Operations Network) and FPA (Financial Planning Association). Rachel also strives to be an asset to the Austin community by volunteering with Meals on Wheels.
Meet Rachel Today
We welcome new clients to our family with an end-goal of helping each individual obtain their definition of financial success. Rachel can help you through the wealth management process. Contact ML&R Wealth Management today for a complimentary consultation.
- Wealth Management
- Retirement Planning
- Investment Management
- Compliance
South Texas College
BAS in Organizational Leadership – Expected completion date is 2021
Past: Junior Achievement, Volunteer
Articles by Rachel Roth
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What to do if you win the lottery in texas Congratulations to the largest jackpot winner in history, $2.04 billion, and beating the odds of 1 in 292.2 million! It is truly astonishing. Sudden large windfalls can also come...
My daughter is wrapping up her sophomore year in high school.Words like SAT, ACT, AP exams, dual credit, college counselors, campus tours and FAFSA are starting to creep into our daily conversations when planning for these last few years...
