Vanessa McElwrath Overview

  • Primary Position
  • Wealth Managemen...

Vanessa McElwrath General Information

Biography

Ms. Vanessa McElwrath serves as Wealth Management Partner at Maxwell Locke & Ritter. She 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.

Contact Information

Primary Position
Wealth Management Partner, Maxwell Locke & Ritter
Gender
Female
Email
vm
Phone
+1 (512)
Address
  • 401 Congress Avenue
  • Suite 1100
  • Austin, TX 78701
  • United States
+1 (512)

Vanessa McElwrath Positions (1)

Firm name Firm type Title Location Industry Since
Maxwell Locke & Ritter Service Provider Wealth Management Partner Austin, TX Accounting/Auditor

Vanessa McElwrath FAQs

  • Who is Vanessa McElwrath?

    Ms. Vanessa McElwrath serves as Wealth Management Partner at Maxwell Locke & Ritter.

  • How much does Vanessa McElwrath typically invest?

    Vanessa McElwrath's median deal size is .

  • What is Vanessa McElwrath’s main position?

    Vanessa McElwrath’s primary position is Wealth Management Partner.

  • What are the contact details for Vanessa McElwrath?

    Vanessa McElwrath’s email address is vm and his phone number is +1 (512) .

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