Dulce Ruiz
Client Services Manager
Dulce joined the firm in 2018. She received a B.B.A. in Economics and an M.B.A. from St. Edward’s University in 2012. Dulce assists clients in the administration of their investment accounts and helps coordinate tax, trust, and estate planning with professionals in those areas. She began her career in banking in 2008 as a personal banker and later a branch manager for Wells Fargo Bank. She previously served on the Board of Directors for Avance Austin as Chair of the Finance Committee and is an alum of Hispanic Austin Leadership.
Mollie McDaniel, CWS
Client Services Manager
Mollie joined the firm in 2013. She received her B.A. from Lamar University and holds the credential of Certified Wealth Strategist. Mollie assists clients in the administration of their investment accounts and helps coordinate tax, trust, and estate planning with professionals in those areas. Prior to joining Terry McDaniel & Company, she was with BBVA Compass Bank where she served as Trust Officer. She is a member of the Estate Planning Council of Central Texas.