Vanessa's Story

Vanessa McBurnett is a Client Service Manager with 360 Wealth Planners, where she supports financial advisors and assists with client service needs as part of the firm’s service team. She helps coordinate service requests, supports documentation processes, and works with advisors and internal teams to assist with day-to-day client service activities.

Vanessa has worked in the financial services industry since 2013 and brings experience supporting advisors and their clients in administrative and service-focused roles. She graduated from Dallas College and has built her career through hands-on experience in financial services operations.

Outside of work, Vanessa enjoys spending time with her extended family, reading, crocheting, cross-stitching, and volunteering with her church’s food pantry.