ML&R Wealth Management Partner, Stuart Vick Smith was recently named Mentor of the Year by Austin Under 40. The Young Women’s Alliance again partnered with the Young Men’s Business League to host the Austin Under 40 awards. There were...
Stuart Vick Smith helps develop long-term financial strategies for her clients with a holistic approach to their overall financial picture. Her goal is to help her clients achieve long-term financial freedom.
“Finding Your Financial Path”
Stuart Vick Smith is a published author and specializes in investment management and wealth planning for women. She is passionate about helping women find their own financial path. Her book titled, Finding Your Financial Path: A Guide for Women through Life’s Twists and Turns helps women navigate life’s ups and downs and determine their best financial path forward. As a recognized representative of women and wealth in the industry, Stuart can help you with your own financial journey.
Hire An Experienced Planner
Stuart is a frequent speaker on financial freedom for women, kids and money, assisting aging parents, and retirement planning. Her perspective on wealth planning for women includes focusing on each clients’ individual goals and building portfolios to support those goals. Stuart places great emphasis on designing a wealth management plan that aligns with each clients’ risk tolerance, giving them the ability to obtain their own financial freedom.
Stuart’s previous experience included supporting high-net individuals with their tax planning and tax compliance needs at Maxwell Locke & Ritter. Prior to joining our ML&R, she gained experience with Price Waterhouse LLP in Atlanta and Charlotte and in Dell’s corporate tax department. Stuart currently serves as the lead partner at ML&R Wealth Management.
Contact Us Today
Learn more about wealth planning and contact Stuart today to begin your path to financial freedom.
- Wealth Management
- Women in Transition
- Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Education Planning
The University of Texas at Austin
Bachelor of Business Administration in Accounting
The University of Virginia
Master of Science in Accounting with a concentration in Tax
Current: Ann Richards School Foundation, Advisor Council.
Past: Ann Richards School Foundation, Board Member; Westwood Country Club, Board Member; Austin Children’s Shelter, Board Member; McBee Fellowship, Austin Area Research Organization; Team Fox-Pancakes for Parkinson’s; American Heart Association, Go Red for Women, Circle of Red Founder; Impact Austin; Austin Children’s Museum; Capital Area Food Bank; Girl Scouts Lonestar Council; Tax Executives Institute
- American Institute of Certified Public Accountants
- AICPA Personal Financial Specialist
Articles and Interviews By Stuart Vick Smith
As parents, we continually struggle to pass knowledge to our children. Unfortunately, sometimes financial knowledge is left off the list or lost in translation. Here are some tips to help teach your kids about money.
Saving for retirement can be overwhelming. It is difficult to know where to start or to have confidence you are on track. Here are five easy tips to help you build your portfolio.