CoverProfile

Dannell Stuart

President and Partner

Mission Wealth

United States, California, Santa Barbara

About Me

Dannell Stuart, as the President and Partner of Mission Wealth, plays a crucial role in executing the firm's strategy across advisor and specialty department teams. Her responsibilities include overseeing the integration process, hiring and training personnel, and refining procedures to ensure that the client experience is exceptional. She works closely with the team to develop and execute strategies that align with the company's vision of providing the best-in-class wealth management services to its clients.

Profile Information

President and Partner

Mission Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Santa Barbara

California

United States

Sep 19, 2024

More profiles to browse

MA
Matthew Adams
CEO & Managing Partner
Profile Photo
Alejandro Segovia
Investment Associate
EN
Emil Nazaretyan
Partner and Director of Investments
Profile Photo
Jose Latorre
Investment Associate

You Might Like

RD
Russ Degitz
Principal
Huntington University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
DH
Dennis Hanson
Principal
Jamison Hanson
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank