Wired Advisor

Description

• Stephanie Sammons, founder and CEO of Sammons Wealth, is a CERTIFIED FINANCIAL PLANNER and Investment Manager with more than 20 years of experience helping her clients achieve greater financial clarity, confidence, and peace of mind.Stephanie spent most of her career with global financial services firms serving in leadership roles with both Merrill Lynch and UBS prior to starting her own advisory firm. She has been a CFP® since 2005.Stephanie is also a bestselling author, speaker, and professional singer-songwriter.We specialize in helping independent women and members of the LGBTQ community plan, manage, and protect their wealth. Sammons Wealth delivers strategic financial planning and wealth management services for a flat annual fee (billed quarterly) based on the complexity of the clients situation. We do not sell products or charge commissions. Our clients best interests come first, and our financial advice is 100% objective never influenced by a parent financial corporation or institution.Although our firm is based in Dallas, Texas, we serve clients nationwide. We custody client assets with TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.Learn more at https://sammonswealth.com
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  Headquarters:12890 Hillcrest Road , Dallas, Texas, United States

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  Phone Number:

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  Website: https://www.stephaniesammons.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Wired Advisor

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• |  NAICS Code: 541810  |

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