MLR

Team

We care for our people.

Alicia Bond

Wealth Management Associate

Professional Experience

Alicia joined ML&R Wealth Management in May 2013, where she assists with the client’s long-term planning and day to day needs associated with the wealth management process. She assists in keeping the wealth management department in compliance with SEC regulations.

Alicia began her business career with Wells Fargo Bank in 2004. She worked in Wimberley, San Marcos, and New Braunfels and held the positions of teller, personal banker, and service manager. In her four years as a manager, she had an opportunity to hire, develop, and lead an eight person team to be successful with customer service, operations, compliance, and helping customers succeed financially.

Industry Focus

  • Wealth Management
  • Retirement Planning
  • Compliance

Education

  • Texas State University - Bachelor of Liberal Arts, minor in Psychology, and a teaching certification

Community

Current

  • Austin Sunshine Camps, Volunteer
  • Family Eldercare, Volunteer
  • Meals on Wheels, Volunteer

Past

  • Any Baby Can, Volunteer
  • Capital Area Food Bank Volunteer

Affiliations

  • The BAM Alliance, Operations Steering Committee