Stefany joined ML&R Wealth Management in the Spring of 2020. She is a Registered Investment Advisor and experienced wealth management professional who provides outstanding client service and innovative solutions to the complex needs of our clients.
Stefany began her career in 2013 at Goldman Sachs. During her first seven years in the Private Wealth Management field, she had the opportunity to work in the Salt Lake City, New York City, and Dallas offices in various relationship, project, and account management roles.
- Wealth Management
- Investment Management
- Institutional Trading
- University of Texas at Austin - Bachelor of Arts in Economics
- University of Texas at Austin - Bachelor of Arts in International Relations and Global Studies
- Junior Achievement, Volunteer