SAMMONS WEALTH MANAGEMENT - Key Persons
I'm Stephanie Sammons, Founder/Owner of Sammons Wealth Management. I'm a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager with 25+ years of experience guiding my clients to and through retirement.
Prior to founding Sammons Wealth Management, I served as a VP-level Financial Advisor and held senior leadership roles at UBS and Merrill Lynch for 15 years.
Eventually, I walked away from the corporate world in order to work as my authentic self, serve the clients I truly wanted to serve, and be free of corporate objectives that did not align with the best interests of my clients.
My goal was to create a boutique, client-centric advisory firm that was small by design, and grounded in the values of equity, diversity, and inclusion.