Skip to main content

  TLWM ClientsFinancial Professionals

  • Home
  • About
    • Our Mission & Values
    • Our Focus
    • Our Commitment
    • Our Process
    • Our Team
  • Our Services
    • Investment Management
    • Financial Planning
    • Personal Advice
  • Resources
    • Blog
    • Video Library
  • Contact Us
    • Careers
    • Contact
    • Request a Meeting
    • Events
  • Client Login
  • TLWM Clients
  • Financial Professionals

Elissa LoCoco , CFA, MBA

    You are here

  1. Home
  2. Elissa LoCoco , CFA, MBA

Elissa LoCoco , CFA, MBA

Elissa LoCoco , CFA, MBA

Elissa LoCoco, CFA, MBA

VP of RIA Operations & Sr. Research Associate

elissa@tlwmfinancial.com

Elissa is a Research Coordinator at TLWM Financial and, as a member of the Research Team, provides administrative support to the Investment Committee that is managing of TLWM's discretionary portfolios. She monitors market, economic, and company specific events to keep up with the ever-changing market environment.

Elissa has worked in the financial industry since she graduated from the University of Dallas with a BA in Economics and Finance in 2010. After working for a couple of years, she went back to school and received her MBA with a concentration in Corporate Finance. She joined the TLWM team in March of 2015, when she moved to San Antonio. In her free time, Elissa and her family love to shop and explore new restaurants.

 

Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa LoCoco

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Michael Corales

Financial Planning Team

Enzo T. Pellegrino, CFP®

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Preston Vaught

Service 360 Team

Liza Reichle

Erika Ocaña

Victoria Hernandez

Jessica Baigen

Aspen Keesler

TLWM Facebook Feed

 
TLWM Financial

 

 

 

TLWM CONTACT

  
Phone: 1-877-348-8822
Fax: 1-877-520-0059

Email: info@tlwmfinancial.com
40 N.E. Loop 410, Suite 644
San Antonio, TX 78216

Get Directions

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA​,WV.

©2020 Texas Legacy Wealth Management 

Follow the link for Form CRS

 

© 2023 TLWM Financial. All rights reserved.