MLR

Team

We care for our people.

Stan McShurley, CFP®

Wealth Management Associate

Professional Experience

Stan joined ML&R Wealth Management in the Spring of 2021.  He has a passion for developing client relationships by being a trusted partner in helping clients achieve their financial goals.  Prior to joining ML&R, Stan was a regional director at Dimensional Fund Advisors, a global investment management firm headquartered in Austin, Texas.  At Dimensional Stan was responsible for updating financial advisors across the U.S. on capital markets research, assisting in communication of investment concepts and consulting on asset allocation and business development.

Stan is a Certified Financial Planner and a CFA charterholder.

Industry Focus

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Education & Estate Planning

Education

  • University of Texas at Austin - Bachelor of Arts in Economics

Community

Past

  • Capital Area Food Bank, Volunteer
CONTACT US
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