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 serving high net worth clients throughout her career, she held senior management positions at Merrill Lynch and UBS. Stephanie is frequently quoted in the media and is a former #1 bestselling author on Amazon.
Stephanie grew up in Plano, Texas where she was the high school mascot and and an All-District basketball player. She played college basketball as a point guard and was an Academic All-American. Stephanie received a BBA in Economics in 1992.
Before becoming a financial advisor in 1995 Stephanie spent two years as a high school business teacher and girls’ basketball coach in her hometown of Plano, Texas.
As a singer-songwriter, 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 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.