Dannell Stuart Location
Santa Barbara, CA, US
Dannell Stuart Work
- 2022 - now President @ Mission Wealth
- 2020 - 2022 Chief Client Officer and Partner @ Mission Wealth
- 2010 - 2020 Director of Business Development and Partner @ Mission Wealth
- 1996 - 2010 Vice President @ AmeriFlex Financial Services
Dannell Stuart Education
- UC Santa Barbara
Bachelor of Arts (Communication Studies, Spanish)
1992 - 1996 - Corona del Mar High School1987 - 1992
Dannell Stuart Skills
- Wealth Management
- Estate Planning
- Wealth
- Retirement Planning
- Investments
- Retirement
- Strategic Financial Planning
- Portfolio Management
- Insurance
- Investment Advisory
Dannell Stuart Summary
Dannell Stuart, based in Santa Barbara, CA, US, is currently a President at Mission Wealth. Dannell Stuart brings experience from previous roles at Mission Wealth, Mission Wealth Management and AmeriFlex Financial Services. Dannell Stuart holds a 1992 - 1996 Bachelor of Arts in Communication Studies, Spanish @ UC Santa Barbara. With a robust skill set that includes Wealth Management, Estate Planning, Wealth, Retirement Planning, Investments and more. Dannell Stuart has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Dannell Stuart
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Dannell Stuart
President at Mission Wealth
Santa Barbara, CA, US14
Top Mission Wealth Employees
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Dannell Stuart
President at Mission Wealth
Santa Barbara, CA, US14 -
Matthew Adams
CEO and Managing Partner at Mission Wealth
California, United States15 -
Diane Williamson
Chief Operating Officer at Mission Wealth
Santa Barbara, CA, US23 -
Jessica Neves
Chief People Officer at Mission Wealth
Phoenix, AZ, US13 -
Sara Clark
Chief Client Officer and Partner at Mission Wealth
Los Angeles, CA, US13 -
Brian Sottak
Partner and Managing Director at Mission Wealth
Santa Barbara, CA, US25+ -
Emil Nazaretyan
Partner and Director of Investments at Mission Wealth
Santa Barbara, CA, US34 -
Jeff Avila
Partner and Managing Director at Mission Wealth
Santa Barbara, CA, US12 -
Geoff Gaggs
Partner | Senior Client Advisor at Mission Wealth
Santa Barbara, CA, US33 -
Jenna Rogers
Partner | Managing Director at Mission Wealth
Santa Barbara, CA, US11 -
22
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Lisa Murphy
Partner, Senior Wealth Advisor at Mission Wealth
San Diego, CA, US23 -
24
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22
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