Open MenuHide Menu
  • Careers
    • About Vanguard
    • Pressroom
    • Other Vanguard Sites
    • Personal Investors
    • Retirement Plan Participants
    • Institutional Investors
    • Financial Advisors
    • Non-U.S. Investors
    • Small Business Online
    • My Plan Manager
    • Institutional Trading
Vanguard
Vanguard Careers
  • About Vanguard
  • Why Vanguard
  • Our Teams
    • Client Services
    • Corporate Support
    • Data & Analytics
    • Financial Advisor & Investment Management
    • Sales & Marketing
    • Technology
  • Students & Recent Graduates
    • EXPLORE Days
    • Internships
    • Client Services
    • Information Technology
    • Leadership Development Programs
    • MBA Programs
  • Careers Blog
  • Job Search
Vanguard Dallas: New city, big vision

Vanguard Dallas: New city, big vision

Vanguard has opened a new office in the Dallas-Fort Worth (DFW) area in Texas. In alignment with the firm’s commitment to making advice more accessible and affordable for investors, the new location will be dedicated to supporting all aspects of its growing advice businesses. Recently, we spoke with some of the crew members at the new site and had a chance to ask them questions about what they are most excited about. In this installment of a three-part series, we hear from McKenna A.

What makes Vanguard stand out in the financial services industry?
As an advisor at Vanguard, no part of my compensation is based on commission. Instead, I get to partner with my clients to determine what is most valuable to them, without any competing priorities. When I meet with clients or prospects, it’s not about a pressured, sales-esque call. Instead, I feel as though I’m sitting across from them, cup of coffee in hand, talking about what is most important to them in life and how I can help them achieve their financial goals.

What are you looking forward to most with Vanguard’s new footprint in Dallas?
In addition to what you do, I think one of the most critical parts to enjoying work is who you have alongside you. At Vanguard, I’ve had the privilege of working next to some amazing people that make everyday work more enjoyable. These are individuals who challenge me, mentor me, and help me grow personally and professionally. Being able to start a new office in Dallas allows us to continue to expand our team with an amazing variety of talent, knowledge, and background, and is something I am incredibly excited for. Individually we are effective, but collectively we can be undeniable.

What skills and competencies make a financial advisor at Vanguard successful?
There are so many competencies that help make a well-rounded, successful advisor. It’s important to be detail oriented, caring, curious, passionate, timely, organized, empathetic, and more. However, I believe what is at the core of all these skills, and most crucial, is an ownership mindset. An ownership mindset is a theme that begins with the ownership structure of Vanguard and carries through to the culture and way we work, and the function of Vanguard’s Personal Advisor Services (PAS) as a department. I come to work each day with the freedom to take initiative, am empowered to make decisions, and as a result, have personal responsibility for the outcomes that follow. This drives me to engage wholeheartedly with my clients, new and existing, and work hard to help them achieve their best outcomes in all ways possible.

How will Vanguard support a financial advisor’s career growth?
Vanguard offers many opportunities for continued career growth. In fact, it’s something that initially attracted me to the company. A few things that I have taken advantage of are the mentorship programs, formal and informal, and Crew Resource Groups (CRGs). With the formal mentorship programs, I was able to work one-on-one with a mentor, going through personalized curriculum covering everything from career progression and networking, to resume skills and interviewing tips. I am also part of a CRG established to support Vanguard’s efforts to increase the representation of women in leadership at Vanguard. This provides allies and support for career progression, coaching, and networking opportunities geared towards women specifically. In addition to these, every week there is time built into my schedule by Vanguard to continue my personal development, including sessions that allow me to gain Continuing Education credits for my CFP® designation.

More about McKenna: I began my financial services career with Vanguard in 2016. I find joy in helping improve the lives of my clients every day by collaborating with them to define and achieve their versions of success. My husband and I recently moved to Frisco, TX, with our two tuxedo cats. I love traveling, being outdoors, baking, and eating said baked goods.

Are you interested in joining our team in Dallas, Texas? View our Advice opportunities today!

Please check out our first installment of this series to learn more about Financial Advisor opportunities and our new Dallas site from Luke.

Recent Posts

  • Proud sponsor for Reaching Out MBA
  • Vanguard Dallas: New city, big vision
  • A legacy of educators
  • How Vanguard has supported my career as a first‑time Mom
  • Support group “breaks down the stigma”

Share this entry

  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail

More career blogs you may have missed

#LifeAtVanguard

Culture, Diversity & inclusion

Making technology accessible for all

https://cdn-static.findly.com/wp-content/uploads/sites/2085/2022/03/26074603/Pic-4.jpeg 426 640 nitesh https://cdn-static.findly.com/wp-content/uploads/sites/841/2020/07/VG_WM_S_RGB_v3.png nitesh2022-03-09 15:14:582022-04-26 07:47:12Making technology accessible for all
Culture, Diversity & inclusion

Vanguard’s enhanced Total Rewards package

https://cdn-static.findly.com/wp-content/uploads/sites/2085/2022/03/26074008/GettyImages-1207517220-1030x687-1.jpeg 687 1030 nitesh https://cdn-static.findly.com/wp-content/uploads/sites/841/2020/07/VG_WM_S_RGB_v3.png nitesh2022-03-02 15:52:282022-04-26 07:42:11Vanguard’s enhanced Total Rewards package
Career opportunities, Day in the Life, Voyage to Vanguard Entry-level Phone Group

Why we changed careers

https://cdn-static.findly.com/wp-content/uploads/sites/2085/2022/02/26093505/Michael-W-Blog-scaled-1.jpeg 1707 2560 nitesh https://cdn-static.findly.com/wp-content/uploads/sites/841/2020/07/VG_WM_S_RGB_v3.png nitesh2022-02-16 11:25:452022-04-26 09:36:25Why we changed careers
Culture, Diversity & inclusion

Living my passion in diversity recruiting

https://cdn-static.findly.com/wp-content/uploads/sites/2085/2022/02/02050219/Kristy-3.jpeg 845 1284 yashsharma https://cdn-static.findly.com/wp-content/uploads/sites/841/2020/07/VG_WM_S_RGB_v3.png yashsharma2022-02-02 14:14:212022-02-16 12:54:38Living my passion in diversity recruiting
Career opportunities, Voyage to Vanguard

How my interest in personal finance paved a path to my Vanguard career

https://www.vanguardjobs.com/wp-content/uploads/sites/2085/2022/02/Stella_300x225_featured.jpg 225 300 yashsharma https://cdn-static.findly.com/wp-content/uploads/sites/841/2020/07/VG_WM_S_RGB_v3.png yashsharma2022-01-19 04:37:192022-02-16 13:00:46How my interest in personal finance paved a path to my Vanguard career
Career opportunities, Voyage to Vanguard

From ballet to finance

https://www.vanguardjobs.com/wp-content/uploads/sites/2085/2022/02/Nathan-Sweet-featured.jpeg 225 300 yashsharma https://cdn-static.findly.com/wp-content/uploads/sites/841/2020/07/VG_WM_S_RGB_v3.png yashsharma2022-01-12 15:36:132022-02-16 13:03:48From ballet to finance
Advice from crew, Culture, Day in the Life

Our top careers blogs from 2021

https://cdn-static.findly.com/wp-content/uploads/sites/2085/2021/12/16234745/careerblog_feature.jpg 225 300 balajivaradaraj https://cdn-static.findly.com/wp-content/uploads/sites/841/2020/07/VG_WM_S_RGB_v3.png balajivaradaraj2021-12-15 06:42:132022-06-16 23:48:10Our top careers blogs from 2021
Advice from crew, Career opportunities, Culture

Making the leap to a second career—again

https://cdn-static.findly.com/wp-content/uploads/sites/1844/2021/12/15185015/Mr.-Bogle-autographing-book-for-me-2017-640x480-1.jpg 480 640 vanguardsync https://cdn-static.findly.com/wp-content/uploads/sites/841/2020/07/VG_WM_S_RGB_v3.png vanguardsync2021-12-08 14:08:302022-02-16 13:08:10Making the leap to a second career—again
Culture, In the community

Every ____ counts

https://cdn-static.findly.com/wp-content/uploads/sites/1844/2021/12/15185145/MicrosoftTeams-image-94.jpg 480 640 vanguardsync https://cdn-static.findly.com/wp-content/uploads/sites/841/2020/07/VG_WM_S_RGB_v3.png vanguardsync2021-12-02 20:32:052022-02-16 13:09:59Every ____ counts
PreviousNext
  • Linkedin
  • Facebook
  • Instagram
  • Youtube
  • Twitter
  • Site Privacy Policy
  • Cookie Policy
  • Manage Cookies
  • Terms & Conditions
  • Careers
  • FAQs
  • Sitemap
Vanguard
© 1995–2021 The Vanguard Group, Inc. All rights reserved. Your use of this site signifies that you accept our terms and conditions of use. - Enfold-Hodes-Accessible Theme by Kriesi
  • Site Privacy Policy
  • Terms & Conditions
  • Careers
  • Contact Us
A legacy of educators Proud sponsor for Reaching Out MBA
Scroll to top