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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

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