“I am passionate about creating opportunities for others to be the best they can be. Advisors who feel appreciated and fulfilled will naturally cultivate that same caring approach with clients. At Mission Wealth, it is an honor and a pleasure to empower people to realize true wealth.”
Role at Mission Wealth
As President and a Partner at Mission Wealth, Dannell oversees the execution of firm strategy within advisor and specialty department teams. She supports personnel through overseeing integrations, hiring, training, and procedures, while ensuring the development and execution of strategies designed to deliver an exceptional client experience.
Professional Background
Dannell has over 25 years of experience in wealth management. She has held roles in advice, business development, and management. 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
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.
