Senior Manager | Wealth Management
Eleanor joined WPWealth in 2007, and holds her Series 66 License-Investment Advisor Representative and her Group 1 License-Texas Department of Insurance. She is a graduate from St. Mary’s University where she earned her B.B.A. and her secondary language is Spanish. Eleanor’s areas of practice include wealth management, comprehensive financial planning, asset protection, insurance services and design and implementation of qualified retirement plans.
Eleanor is actively involved American Retirement Association, serves on the board for Emerald Park HOA, a member of the Bishop’s Guild and the St. Elizabeth Endowment Fund Committee.
She enjoys travelling to the Midwest to see her extended family and grandchildren.