About Stuart

Stuart V. Smith - Freedom and Wealth for Women

Stuart Vick Smith collaborates with women
to help them achieve financial freedom

Stuart is the author of Finding Your Financial Path: A guide for women through life’s twists and turns. She focuses her practice on women and wealth, helping women through life’s transitions with the goal of achieving long lasting financial stability. She serves her clients as a holistic planner instead of just an investment advisor.  In her 11 years as partner with ML&R Wealth Management, she believes it is important to build and maintain deep client relationships. She connects with her clients on a personal level allowing them to develop a plan to support their long-term dreams for themselves and their families. She has been recognized in her industry as a leader and has been asked to speak at national events on the topic of women and wealth. She regularly appears on KVUE news to discuss personal financial topics. Stuart lives in Austin, Texas and enjoys spending time with her husband, two kids and two rescue dogs.

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My Awards*

5 Star Wealth ManagerFive Star Wealth Manager

profiles-in-power-logoProfiles in Power

austin-40-under-40-logoAustin 40 under 40

My Process

STEP 1:
Let’s Meet!

STEP 2:
Identify goals

STEP 3:
Create a plan

STEP 4:
Invest for the future

STEP 5:
Freedom from worry

My Alliances

My Organizations

BAM Advisor Services
BAM Advisor Council Member 2012-Present
BAM Advisor Women and Wealth Advisory Council 2015-Present

Ann Richards School Foundation
Board Chair 2015-2016
Board Member 2010-Present
Executive Member 2011-Present

The Lift Alliance
Board Member 2014-2015

Austin Children’s Shelter
Board Member 2012-2014

Westwood Country Club
Board Member 2009-2015
Executive Member 2011-2015

AARO
McBee Fellow 2008

*More details on awards and rankings are contained on the Legal Disclaimer Page