![Vanessa Valdez Avila](https://b1055373.smushcdn.com/1055373/wp-content/uploads/2017/09/member-vanessa.jpg?lossy=1&strip=1&webp=1)
Director of Client Reporting
214.888.3245 |
Vanessa is responsible for the effective management of our client performance reviews and facilitating client tax reporting information. She is also responsible for implementing the firm recommendations for non-discretionary accounts and manages the 529 and annuity business. Prior to joining McGowanGroup Asset Management, she worked as a Financial Consultant for AXA Advisors, LLC. There she worked for four years as a member of the Retirement Benefits Group, where she specialized in annuities, insurance, and college savings plans. Vanessa graduated from The University of Texas at Austin with a BBA in Finance in May of 2007.