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Elissa LoCoco

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Elissa LoCoco

Elissa LoCoco

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Elissa LoCoco

Research Associate

elissa@texaslegacywealth.com

Elissa is a Research Coordinator at Texas Legacy Wealth Management 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. Elissa and her husband, Peter, have a young daughter named Ava. In her free time she loves to shop and explore new restaurants.

Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa Lococo

James Flores

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Justin Bellows

Financial Planning Team

Enzo T. Pellegrino, CFP®

James Flores

Robert S. Bowerman, CFP®

Service 360 Team

Liza Reichle

Erika Ocaña

Victoria Hernandez

TLWM CONTACT

  
Phone: 210 541 8600
Email: info@texaslegacywealth.com  
40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216

Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Texas Legacy Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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