About Stephanie, CFP® and Founder/CEO

Stephanie Sammons, CFP®

Founder and CEO

Stephanie Sammons has been serving clients in the financial services industry since 1995. In addition to managing client relationships, she held numerous leadership positions throughout her financial career at both Merrill Lynch and UBS. Stephanie is frequently quoted and interviewed by the media, is a #1 bestselling author and a nationally recognized speaker.

Stephanie grew up in Plano, Texas where she was the high school mascot. She played college basketball as a point guard for the University of Oklahoma her freshman year and received an athletic scholarship from Midwestern State University where she became an Academic All-American. Stephanie studied Economics in college.

Before becoming a financial advisor in 1995 Stephanie spent two years as a high school business teacher and girls’ basketball coach in Plano.

As a singer-songwriter in her spare time, Stephanie has written, recorded, and co-produced two records since 2010 and has worked with many accomplished singer-songwriters in Nashville. She also enjoys hiking, snowboarding, hot yoga, travel, reading, and cheering on the Dallas Cowboys.

Stephanie lives with her wife of 11 years, two teenage sons, Chihuahua Sugar Bear and Australian-Shepherd mix Sadie in Dallas, Texas.

About Sammons Wealth Management

Sammons Wealth Management is an independent, fiduciary and fee-only advisory firm. This means that we take a fiduciary oath to put the best interests of our clients first and our financial advice is 100% objective. As a fee-only advisor, we do not sell financial products, charge commissions or accept referral fees. We charge our clients a one-time fixed fee for financial planning services and a flat annual fee for comprehensive wealth management.

Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.

We custody our client assets with TD Ameritrade Institutional, a respected partner to independent advisors and one which aligns with our firm’s fiduciary values.

We are members of the Certified Financial Planners Organization, National Association of Personal Financial Advisors, the XY Planning Network, and the Financial Planning Association. These associations set the highest fiduciary standards for financial advisors and have ongoing continuing education requirements for members.

We work closely with a select network of professionals such as attorneys, CPAs, pension consultants, and insurance agents to serve the holistic financial needs of our clients. We do not accept referral fees from any of these professionals.

We utilize investment managers that provide the highest quality investment portfolios with a focus on low-cost and tax-efficient investment management. Our primary investment management partner, Dimensional Fund Advisors, is not available directly to individual investors and approve advisors to their platform only after a rigorous due diligence process.

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