01 · Industry access
About WMSO
The personal side of finance deserves a place on campus.
Founded in 2019, WMSO gives UT Austin students practical financial education, professional access, and a community built around learning together.
Established 2019
Financial planning is a people business. WMSO teaches it that way.
WMSO is a student-led organization at The University of Texas at Austin, affiliated with the McCombs School of Business, that builds financial fluency and connects students with the people and firms shaping wealth management.
The organization began in response to a gap in personal-finance education at UT. Today, it brings the curriculum into the room through firm visits, case work, workshops, mentorship, and conversations with professionals.
Open access
McCombs-affiliated. Open to every major.
Students do not need prior finance experience—or a plan to work in wealth management. The subject matters because everyone will make decisions about savings, risk, investing, retirement, and the people they trust for advice.
Careers in wealth management
More paths than one title suggests.
WMSO introduces the services, firms, and roles that sit across private wealth, investment management, and financial planning.
Financial planning
Private banking
Portfolio management
Asset management
Investment research
Trust and estate planning
Where our alumni work
From the meeting room to firms shaping the industry.
WMSO alumni have carried their experience into financial services, professional services, banking, and investment management.
01
Charles Schwab
02
EY
03
Goldman Sachs
04
KPMG
05
Wells Fargo
06
J.P. Morgan
07
Neuberger Berman
Selected destinations
Alumni outcomes vary by year and individual experience.
What members do
Learn it. Apply it. Talk about it.
Every program has a clear job: build context, create practical reps, or make the people in the industry more accessible.
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