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 and received her CERTIFIED FINANCIAL PLANNER certificate in 2005. In addition to serving as a financial planner and wealth manager to clients throughout her career, Stephanie has also held senior management positions at Merrill Lynch and UBS.

Stephanie grew up in Plano, Texas where she was the high school mascot and and an All-District point guard. She played college basketball, was team captain and an Academic All-American her senior year, and received her BBA in Economics in 1992.

Stephanie is also a former #1 bestselling author on Amazon and a singer-songwriter. She has written, recorded, and co-produced two EP’s since 2010 and has worked closely with several accomplished singer-songwriters in Nashville. Stephanie enjoys hot yoga, hiking, snowboarding, travel, reading, and cheering on the Dallas Cowboys.

Stephanie resides in Dallas, Texas with Kay, her partner (and now wife) of 11 years. They have two teenage sons (Nicholas and Benjamin), a Chihuahua named Sugar Bear, and an Australian-Shepherd mix Sadie.

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 offer our clients a flexible service model where pricing is completely transparent and based on the complexity of your situation. (Our services are most suitable for clients who have $500k or more in investable assets)

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 (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.

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