Qualifications
EDUCATION
BS Biology – University of Southwestern Louisiana
MBA – University of Texas at Dallas
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Treasurer of a Non-Profit Organization
Dallas Estate and Planning Council, Member
MARKETS OF EXPERTISE
Estates & Trusts, Affluent Families and Individuals, Energy
SERVICE AREAS OF FOCUS
Estates & Trusts Planning & Compliance, Tax Planning, Advisory & Compliance, Business Advisory Services
Background
M’liss Vestal has been with Saville since 2007 and has almost twenty years of experience in tax
compliance and advisory services. She leads clients through the Estate, Trust, and Gift practice,
focusing on affluent families and individuals, and business owners. Her expertise centers on creating
and implementing tax minimization strategies and building integrated, long-term estate plans that
support clients’ personal and legacy goals.
M’liss advises clients on generational wealth transfer, structuring gifts, bequests, and trusts while
minimizing tax liabilities. She facilitates the succession of family businesses, retirement planning, and
charitable giving strategies that maximize philanthropic impact. She delivers solutions for clients with
complex portfolios and family dynamics, whether the goal is managing wealth, protecting assets, or
transferring a legacy to heirs and charities.
When M’liss isn’t working, she’s an avid sports watcher who enjoys going to live sporting events, being
outdoors, reading, and spending time with her family.