Stuart Vick Smith is the lead partner at ML&R Wealth Management. She is a wealth advisor who provides a holistic wealth management approach to help her clients realize their goals. One of her areas of focus is working with women and helping them achieve long-term financial freedom. She recently authored a book on this topic titled, Finding Your Financial Path: A Guide for Women through Life’s Twists and Turns.
She has been recognized in her industry as an expert in Women and Wealth and appears regularly on KVUE news discussing personal finance topics. She also speaks on the following topics: Financial Freedom for Women, Kids and Money, Assisting Aging Parents, Retirement Planning and Investment Management.
Stuart originally joined ML&R to manage the tax planning and compliance needs of our high net-worth individual clients and their families. Prior to joining Maxwell Locke & Ritter, Stuart gained experience working with Price Waterhouse LLP in Atlanta and Charlotte. She moved back to Austin in 1998 where she spent five years in Dell’s corporate tax department.
- 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, Board Member and Chair; Westwood Country Club, Finance Committee and Secretary; Team Fox – Pancakes for Parkinson’s
Past: Westwood Country Club, Board Member; Austin Children’s Shelter, Board Member; McBee Fellowship, Austin Area Research Organization; American Heart Association, Go Red for Women, Circle of Red Member; Impact Austin; Austin Children’s Museum; Capital Area Food Bank; Girl Scouts Lonestar Council; Tax Executives Institute
- The BAM Alliance, Advisor Council
- BAM Advanced Advisor Forum
- American Institute of Certified Public Accountants
- AICPA Personal Financial Specialist
