Mallory Blanton

Senior Client Service Representative

Houston

"The best preparation for tomorrow is doing your best today." - H. Jackson Brown Jr.

Mallory Blanton serves as a Senior Client Service Representative at Mission Wealth. She works closely with a team of Wealth Advisors to ensure clients receive prompt and efficient service.

Mallory's responsibilities include preparing new account paperwork, managing ongoing account maintenance, and providing regular updates to clients. With her meticulous attention to detail and unwavering dedication to client satisfaction, Mallory plays a vital role in the continued success of Mission Wealth.

Learn About Mallory Blanton

Professional Background

Mallory brings over 12 years of experience in the financial planning and insurance industry, complemented by 20 years of expertise in client service. With a deep understanding of financial strategies and a commitment to exceptional service, Mallory is dedicated to helping clients navigate their financial futures with confidence.

She earned a Bachelor's in Business Administration in Accounting from the University of Alabama.

Personal Pursuits

Mallory resides in Austin, TX, with her husband, Aaron, and their two children, Knox and Kensington. Their Sheepadoodle, Millie, is also an important part of the family. Mallory leads an active lifestyle, enjoying cooking, gardening, and spending quality time with her loved ones. As a proud baseball and dance mom, she embraces the joys of family life. Mallory also has a great passion for traveling and an extensive list of destinations she hopes to explore.

Community Impact

Mallory is passionate about giving back, volunteering at her children's elementary school, and being a long-time supporter of the Crohn's & Colitis Foundation, which is especially meaningful to her. She is also an active member of Austin Baptist Church and deeply enjoys her women’s small group there.

As a member of the Women on a Mission group, she is part of an array of female team members who offer the advice and guidance women need in this new age. We aim to support a future full of strong, independent women based on education, positivity, and empowerment.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

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. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.