Vanessa Valdez Avila

Director of Client Reporting
214.888.3245 | mail

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 McGowan Group 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.

SET AN APPOINTMENT

GET STARTED

Advance Report Videos

WATCH NOW

Powerful
Interviews

LISTEN NOW

Latest Radio Posts