"I am passionate about creating opportunities for others to reach their fullest potential. When team members feel valued and fulfilled, they naturally extend that same care and dedication to our clients. At Mission Wealth, it is both an honor and a privilege to empower people to achieve true wealth."
As President and Partner of Mission Wealth, Dannell Stuart is dedicated to shaping and executing the firm's strategic vision. She thrives on making thoughtful decisions, inspiring those around her, and fostering a culture where individuals can excel. To her, leadership is both a challenge and a joy—one that comes from bringing out the best in others.
Learn About Dannell Stuart
Professional Background
With nearly 30 years of experience, Dannell has dedicated herself to helping clients build confidence in their financial futures. Her extensive background spans advisory services, business development, and practice management, ultimately leading her to her current leadership role.
Dannell’s thought leadership is highly regarded, having been featured nationally as a panelist at live and online wealth management forums. She has also contributed personal finance articles to various publications and taught courses and workshops on investments and planning.
Dannell holds a Bachelor of Arts in both Spanish and Communications from the University of California, Santa Barbara (UCSB) and has been a CERTIFIED FINANCIAL PLANNER™ since 1999.
Personal Pursuits
Raised in Newport Beach, California, Dannell and her husband, Craig, have called Santa Barbara home for nearly 30 years. Outside of cheering on her children at water polo tournaments, Dannell enjoys hiking and practicing yoga.
To learn more about Dannell’s passion for travel, her admiration for a certain Irish rock band, and her fulfillment in helping others, check out this 2018 spotlight interview.
Community Impact
Dannell is actively involved in her community, serving as a member of the Endowment Committee for the Women’s Fund of Santa Barbara, a nonprofit organization that supports women, children, and families through collective philanthropy. She has previously served on the boards of VNA Health, The Santa Barbara Estate Planning Council, and Oceanhills Church. Each year, Dannell’s family volunteers to build homes for families in need in Tijuana, Mexico.
She is also a proud member of the Mission Wealth Women on a Mission group, a team of female professionals dedicated to inspiring and empowering the women in their community through leadership and support.
Awards and Recognitions
Top 50 Women in Business (2023, 2020, 2018, 2015)
Editor's Pick for Business and Finance (2015)
Top 40 Under 40 (2008)
Who's Who in Business and Finance (2012, 2011)
*for award disclosures and methodology, visit awards & rankings
In the News
Check out these recent articles and blogs, authored by Dannell Stuart.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 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.