Mary Von Miller Mission Wealth

Mary Voll Miller

In by Mission Wealth

Mary Voll Miller Partner and Senior Wealth Advisor Mission Wealth

Mary Voll Miller

CFP®, CDFA®

Partner and Senior Wealth Advisor

CONTACT MARY

Mary Voll Miller

CFP®, CDFA®

Partner and Senior Wealth Advisor

CONTACT MARY

"I feel a deep sense of purpose in helping others achieve their financial and life goals. I love providing my clients with organization, accountability, objectivity, proactivity, and partnership throughout the planning process."

Mary Voll Miller is a Partner and Senior Wealth Advisor at Mission Wealth, serving the Austin, Dallas, Houston, and surrounding Texas region. Mary is deeply committed to addressing the unique financial planning needs of her clients with passion and a heart of a teacher. She cares deeply about her clients' wellbeing and brings clarity, direction, and compassion to the planning process. Mary specializes in working with fellow baby boomers and women in transition, leveraging her expertise to create customized financial solutions that meet their specific needs. With Mary as their guide, clients can feel confident and empowered to take control of their financial futures.

 

"I feel a deep sense of purpose in helping others achieve their financial and life goals. I love providing my clients with organization, accountability, objectivity, proactivity, and partnership throughout the planning process."

Mary Voll Miller is a Partner and Senior Wealth Advisor at Mission Wealth, serving the Austin, Dallas, Houston, and surrounding Texas region. Mary is deeply committed to addressing the unique financial planning needs of her clients with passion and a heart of a teacher. She cares deeply about her clients' wellbeing and brings clarity, direction, and compassion to the planning process. Mary specializes in working with fellow baby boomers and women in transition, leveraging her expertise to create customized financial solutions that meet their specific needs. With Mary as their guide, clients can feel confident and empowered to take control of their financial futures.

 

Learn About Mary Voll Miller

Professional Background

With over 15 years of financial planning experience, Mary Voll Miller has established herself as a trusted advisor in the industry. Her extensive background as a broadcast television executive provides her with a unique perspective on the challenges and opportunities facing her clients. Prior to joining Mission Wealth in 2023, Mary spent 12 years as a Partner and Financial Advisor at Per Stirling Capital Management with her daughter, Alison Miller, who also joined the Mission Wealth team.

Mary's commitment to professional development is evident through her educational achievements. She graduated with highest honors from the University of Texas Financial Planning Certificate Program and completed a specialized program in professional divorce analysis from the Institute for Divorce Financial Analysts™. Additionally, Mary holds a Bachelor of Science from Syracuse University's acclaimed theater program, which speaks to her creativity and ability to think outside the box when it comes to financial planning.

Personal Pursuits

When Mary is not helping clients achieve their financial goals, she enjoys indulging in her love of theater and choral music. She also has a passion for travel, both domestically and internationally, and enjoys exploring new destinations with her husband. Mary and her husband reside in Austin and are proud parents of two adult children, Ben and Alison, and a Miniature Schnauzer named Frankie.

Community Impact

Mary is deeply committed to giving back to her community and has been a longtime volunteer at The Lake Travis Thrift Shop and a member of The Ladies of Charity. As a member of the Austin Chapter of the Financial Planning Association, Mary served on the board of directors. From 2016-2020, Mary also served as an adjunct professor for the University of Texas Capstone Class of the Certified Financial Planning Certificate Program, sharing her expertise and knowledge with the next generation of financial planners.

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

Spotlight on Andy Penso

Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

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.
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