Investment News Women to Watch Award

Mission Wealth Receives ‘Women to Watch’ Ascension Award by InvestmentNews

In Firm Announcements by Dannell Stuart

Financial Advisory Firm Gains Support Through Acquisition by Mission Wealth

Mission Wealth is pleased to announce its recognition as an inaugural Ascension Award winner according to InvestmentNews 2022 ‘Women to Watch’. The award further strengthens Mission Wealth’s focus on providing exemplary financial services to women investors while supporting a future full of strong, independent women, based on education, positivity, and empowerment.

“Mission Wealth has long been a Womens Issue Image firm that promotes and uplifts women. Through our Women on a Mission Initiative, we offer unique, empowering advice to our female clients. Clients know that when they turn to Mission Wealth, they will be heard, understood, and supported. Our female team members receive the same level of care and attention. We are honored to be recognized by InvestmentNews as ‘Women to Watch’!” said Dannell Stuart, the recently appointed President of Mission Wealth.

The ‘Ascension Award’ honors organizations with C-Suites including at least 30-50% women, considering the total number of women in the company’s workforce and recognizing those with a substantial number of female employees. Mission Wealth’s C-Suite comprises 40% women: Dannell Stuart - President, Diane Williamson - Chief Operating Officer, Renee Hennessee - Chief Technology Officer, and Michelle Winkles - Chief Marketing Officer. The firm also has a strong representation of female partners, with nearly 50% of all partners being women.

According to InvestmentNews, this new award "salutes both representation and equity". Mission Wealth was highlighted in the November 2022, Women's Issue Editorial.

About ‘Women to Watch’ Investment News Awards:

Each year, InvestmentNews honors women financial advisers, industry innovators and leaders who are leaders in their firms, the industry, and their communities. These women have advanced the business of providing financial advice through their leadership, passion, creativity, and willingness to help others along the way. The InvestmentNews Women to Watch awards celebrate achievements that measurably advance women in all aspects of the investment industry, at employers of all sizes.

For additional details regarding the ‘Women to Watch’ awards, please click here.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $5.0 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.

MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. THIS DOCUMENT IS SOLELY FOR INFORMATIONAL PURPOSES, NO INVESTMENTS ARE RECOMMENDED. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE MISSION WEALTH AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. NO ADVICE MAY BE RENDERED BY MISSION WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.

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