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

In
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by Mary Voll Miller, CFP®, CDFA®, Partner and Senior Wealth Advisor
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November 20, 2024
Ali Miller InvestmentNews Rising Stars 2024

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:

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.

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Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.

MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00644357 11/24

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