Hi there, I’m Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor with more than 25 years of experience guiding my clients to and through retirement.
The majority of my clients are women, couples, and LGBTQ professionals in midlife with retirement as their primary goal.
Many of my clients have come to me when going through a transition such as retirement, career change, midlife marriage/divorce, receiving an inheritance, or selling a business. Others simply wanted to work with a fiduciary financial advisor they can relate to and who shares similar values.
My mission is to help you create an achievable plan for your ideal retirement, align your financial actions and assets with your goals, and support you along your journey.
Sammons Wealth Management is based in Dallas, Texas but we serve clients across the U.S. Our client account custodian is TD Ameritrade Institutional.
Schedule an introductory call with me and let’s talk about your unique vision for retirement!