McCombs-affiliated · Open to every major

Learn the work.
Meet the industry.
Find your people.

UT Austin's student community for financial fluency, applied wealth management, and direct access to the people behind the profession.

WMSO officers and professional guests gathered after a company event.
Professional programming · Spring 2026
A large group of WMSO members together at a lake social.
The broader WMSO community
209membersFall 2025
15semester eventsFall 2025
40Investment Team membersFall 2025
70%membership growthFall 2025

The professional core

Career access with practical work attached.

WMSO turns interest in wealth management into conversations, client-centered practice, technical development, and a network students can use.

01 · Industry access

Company nights

Meet private banks, RIAs, asset managers, and advisory firms. Learn how teams serve clients, build careers, and approach the market.

02 · Applied learning

Client case studies

Work through retirement, tax, estate, behavioral-finance, and investment questions with guidance from credentialed professionals.

03 · Technical practice

Investment Team

Build research, accounting, valuation, portfolio-construction, and pitch skills through weekly meetings and a student-managed portfolio.

04 · Recruiting support

Senior Board mentorship

Get perspective on internships, interviews, networking, and campus leadership from members who have already navigated the process.
WMSO members listening to a wealth management speaker.

Inside the room

See what the work looks like before recruiting for it.

Company visits and case studies make the industry tangible—from client goals and portfolio decisions to the way advisors communicate trust.

How WMSO works

Fall 2026

Start with three ways into the WMSO experience.

Meet the organization, learn from experienced members, and see how industry conversations become practical career context.

View the full semester

The people behind the calendar

A board built to open doors.

Officers run the professional calendar. Senior Board members add recruiting perspective, mentorship, and continuity.

Solana Argao, Director of External Affairs.

Officer Board

Solana Argao

Director of External AffairsLinkedIn
Alina Syed, Director of Internal Affairs.

Officer Board

Alina Syed

Director of Internal AffairsLinkedIn
Sloane Bock, Director of Special Events.

Officer Board

Sloane Bock

Director of Special EventsLinkedIn
Charlie Brantley, Director of Professionalism.

Officer Board

Charlie Brantley

Director of ProfessionalismLinkedIn
Juan Pablo Parra, Director of Finance.

Officer Board

Juan Pablo Parra

Director of FinanceLinkedIn
Will Blount, Co-Director, Investment Team.

Officer Board

Will Blount

Co-Director, Investment TeamLinkedIn
Rebecca Wallace, Co-Director, Investment Team.

Officer Board

Rebecca Wallace

Co-Director, Investment TeamLinkedIn
Meet the board

The whole semester

Professional polish. Real friendships.

The story starts with the meeting room and keeps moving—through introductions, late conversations, shared meals, and the moments that turn a club into a community.

Drag to explore the semester

WMSO members listening to an industry speaker.
professionalIndustry perspectives
A market update presented to WMSO members.
professionalMarket conversations
WMSO members networking after an industry event.
professionalAccess beyond the presentation
A full WMSO information session.
recruitmentA room full of future advisors
Students meeting at a WMSO information session.
recruitmentThe first conversation
Four WMSO members together after an information session.
recruitmentNew members, familiar faces
WMSO members celebrating at a lake social.
communityCommunity beyond the meeting room
WMSO members gathered at a restaurant social.
communityTime around the table
Seven WMSO members together at an evening social.
communityRelationships that last
Four WMSO members together by the lake.
communityFind your people

Membership

There is room for you here.

General Membership is $35 per semester. Applications are currently closed, but the next step is still simple: understand the paths and stay close to the calendar.

Explore membership