About Sammons Wealth Management

About Stephanie Sammons, CFP®

About Stephanie Sammons, CFP®


Hi there, I’m Stephanie Sammons, an experienced CERTIFIED FINANCIAL PLANNER™ and Wealth Manager. I’ve been serving affluent women professionals for more than 20 years. In my career as a financial advisor, I’ve also held senior leadership positions at both Merrill Lynch and UBS, but eventually left the stuffy, male-dominated environment to design a boutique wealth management firm that serves the needs of successful women.

As an LGBTQ woman, I’ve always been a strong-minded gal who has stood up for my beliefs and values in the face of fear, rejection, and discrimination. Today I feel it is more important than ever that we stick together as forward-thinking women and form supportive personal and business relationships. Together we achieve more!

I also believe that you deserve to work with a financial advisor where you feel completely comfortable with being yourself.  

As far as my personal background, I grew up in Plano, Texas where I was the high school mascot and and an All-District point guard. I played college basketball for the University of Oklahoma and Midwestern State University where I was team captain and an Academic All-American. I earned my BBA in Economics in 1992, entered the financial advisory industry in 1995, and became a CERTIFIED FINANCIAL PLANNER in 2005.

I am married to my long-time partner of 13 years, Dallas Attorney Kay Van Wey, and am a step-mom to our two teenage sons who were adopted from Russia. We have two puppy dogs; a Chihuahua (Sugar Bear) and an Australian-Shepherd mix (Sadie).

In addition to running Sammons Wealth Management, I’m a former #1 bestselling author (Linked to Influence, 2015), nationally known speaker, podcaster (Midlife Money Gal), and performing singer-songwriter who has studied with some of the greats in Nashville, TN. I enjoy staying active with biking, strength training, golf, yoga, hiking, snowboarding, and snowshoeing. I’m also a huge Dallas Cowboys fan! 

Learn more about how we can work together: Work With Stephanie

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. 

Although we are based in Dallas, Texas, we serve clients nationwide. Our client assets are held at TD Ameritrade Institutional, 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 (NAPFA), the XY Planning Network, the Fee-Only Advisor 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.

Pin It on Pinterest