“If you put a key under the mat for the cops, a burglar can find it, too. Criminals are using every technology tool at their disposal to hack into people’s accounts. If they know there’s a key hidden somewhere,...
Stefany Quirico: Wealth Management Associate
Stefany Quirico is an associate with ML&R Wealth Management. She assists our advisors in working with clients to find creative solutions that help you achieve your goals in a way that aligns with your values and opportunities.
PROFESSIONAL EXPERIENCE
Stefany joined ML&R Wealth Management in the Spring of 2020. She is an Investment Advisor Representative and experienced wealth management professional who provides outstanding client service and innovative solutions to the complex needs of our clients.
Stefany began her career in 2013 at Goldman Sachs. During her first seven years in the Private Wealth Management field, she had the opportunity to work in the Salt Lake City, New York City, and Dallas offices in various relationship, project, and account management roles.
IMPROVE YOUR ADVISOR RELATIONSHIP TODAY
ML&R Wealth Management provides fiduciary, fee-only wealth management advice to individuals, families, corporations, and non-profits. To speak with an associate who has expertise in several areas, contact Stefany at ML&R Wealth Management today.
- Wealth Management
- Investment Management
- Institutional Trading
- Gifting
- Compliance
The University of Texas at Austin
Bachelor of Arts in Economics
Bachelor of Arts in International Relations and Global Studies
Past: Junior Achievement, Volunteer
- CERTIFIED FINANCIAL PLANNER ™
Articles by Stefany Quirico
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I joined ML&R Wealth Management in April of 2020. Since then, the questions I have heard most often from our clients are: “How much liquid cash should I have?” and “Where should I save my cash to minimize the...
Did you receive a stimulus payment in 2020, or are you wondering if you should have? Perhaps you’re curious about how your stimulus payment will affect, or be affected by, your 2020 tax return. Maybe you had a significant...