Mission Wealth’s Alison Miller Honored with InvestmentNews Rising Stars Award

Mission Wealth is proud to announce that Senior Wealth Advisor Associate Alison Miller has been named a recipient of the inaugural InvestmentNews Rising Stars Award, formerly known as the 40 Under 40. This recognition highlights Alison’s exceptional contributions to the financial services industry and her unwavering commitment to providing transformative support to clients and their families.

The InvestmentNews Rising Stars Award is one of the industry’s most respected accolades, celebrating outstanding professionals under 40 who are making significant strides in their careers and communities. Alison’s recognition reflects her dedication to empowering clients with tailored financial solutions and her passion for innovation and excellence in wealth management.

“We are so very proud that Alison Miller has been selected for the inaugural InvestmentNews Rising Stars award. This special report recognizes driven and hardworking superstars in the early stages of their career, and are future leaders in the industry,” said Mary Voll Miller, Partner and Senior Wealth Advisor at Mission Wealth. “Alison strives for excellence each and every day and is a tremendous asset to those of us who have the privilege of working with her.” 

Alison’s work at Mission Wealth is marked by her forward-thinking approach, commitment to client success, and ability to care for and inspire others. As a board member of the Financial Planning Association of Austin, she is dedicated to fostering financial literacy and helping investors navigate complex wealth management challenges with clarity and confidence. Alison is also a member of our Women on a Mission team.

“I’m incredibly honored to be recognized as one of InvestmentNews’ Rising Stars,” Alison said. “This recognition means a lot to me and reflects the incredible trust and support I’ve received from those around me. I’m excited to continue working hard to serve my clients and community and make a positive impact for years to come.”

InvestmentNews Methodology

Starting in July 2024, InvestmentNews invited financial advice and wealth management professionals nationwide to nominate their most exceptional young talent for the inaugural Rising Stars list.  

Nominees had to be 40 or under (as of November 30, 2024), committed to a career in wealth management, and clearly passionate about the industry. They were asked about their current role, key achievements, career goals, and contributions to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account.
 
The Rising Stars were determined by an independent panel of industry leaders composed of:

• Cary Carbonaro, Ashton Thomas Private Wealth
• Charles “Chuck” Failla, Sovereign Financial Group
• Daphne Jordan, Pioneer Wealth Management Group
• Marguerita Cheng, Blue Ocean Global Wealth
• Michael Kitces, Kitces.com
• Rabia Sattaur, Fidelity Institutional
• Rana J. Wright, Oakmark Funds

2024 InvestmentNews Rising Stars, created by InvestmentNews. Presented in November 2024, based on data gathered from July 2024–October 2024. Mission Wealth paid no fee for submission. This recognition is not indicative of an advisor’s future performance or client experience.