I’m Stephanie Sammons, a Fee-Only CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with more than 20 years of experience serving LGBTQ clients.
As an experienced LGBTQ financial planner, I specialize in serving LGBTQ professionals (and LGBTQ-friendly allies). My clients value personalized guidance and a comprehensive planning-based approach to wealth management.
The Sammons Wealth Management Company is based in Dallas, Texas and we serving clients nationwide.
Client assets managed by Sammons Wealth Management are held at TD Ameritrade Institutional, a reputable and respected partner to Registered Investment Advisors.