Dannell Stuart

In by Mission Wealth

Dannell Stuart Mission Wealth

Dannell Stuart

CFP®

Partner, Client Advisor and Chief Client Officer


Dannell Stuart Mission Wealth

Dannell Stuart

CFP®

Partner, Client Advisor and Chief Client Officer

"As Chief Client Officer, I oversee the hiring, training and management of our advisory team. I am inspired by the talent and drive of our team. I feel so fortunate to be surrounded by people with such integrity and passion for the job. Together, we are doing great work on behalf of our clients!"

Role at Mission Wealth

Dannell Stuart is a Partner, the Chief Client Officer and a Client Advisor for Mission Wealth. She is responsible for overseeing the firm’s advisory team. Ms. Stuart also devotes time servicing her long-term client relationships.


Contact Information

Office Location:

Santa Barbara, CA

Department:

Advisory Team, Partner Group

Professional Background

Dannell has over 25 years of experience as a professional financial advisor. She has been a nationally featured panelist in both live and online wealth management forums, has contributed personal finance articles to various publications, and has taught courses and workshops on investments and planning.


Dannell has a Bachelor of Arts in both Spanish and Communications from the University of California, Santa Barbara (UCSB).

Credentials

Personal Pursuits

Dannell grew up in Newport Beach, California. She enjoys time with her husband and two children, and you can find them doing all of the wonderful outdoor things that Santa Barbara has to offer.


Dannell is on the Endowment Committee for the Women’s Fund of Santa Barbara, as well as a Leadership Team Member at Ocean Hills Church.


She is also a member of the Mission Wealth Women on a Mission group, which is comprised of female team members that offer the advice and guidance women need.

Awards & Recognition

Dannell has been recognized more than once by Pacific Coast Business Times as one of the “Top 50 Women in Business”, and was also the Editor’s Pick for Business and Finance in 2015. Additionally, the PCBT chose her as a “Top 40 under 40” business leader in 2008, and she was in the “Who’s Who in Banking and Finance” edition in 2011 and 2012. Disclosures.

Spotlight on Dannell Stuart

In this interview from February 2018, Dannell tells of her lifelong love of travel, her interest in a certain Irish rock band and the satisfaction she feels being in the position to help others in her career.


Dannell Stuart
Learn more

Meet More of Our Team

BACK TO TEAM PAGE