Embracing the Opportunities Ahead with Dannell Stuart | Mergers & Acquisitions at Mission Wealth
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Embracing the Opportunities Ahead with Dannell Stuart | Mergers & Acquisitions at Mission Wealth
Show Transcript
I chose to join Mission wealth because of the people and I’ve stayed because of the people in my new role as president I’ve been able to take the 25 plus years that I spent serving as an adviser to clients I’ve been able to take that service mentality and really serve our team members we truly have a caring group of professionals that are fully vested in doing the right thing for our clients I joined the firm in 2010 and I became a partner a few years after that as soon as I did I had a huge pep in my step business ticked up and I believe that was just a reflection of the fact that I had fully committed to Mission wealth being my forever home and I’m so glad that I did we have such a wonderful partner group together we feel motivated inspired to continue providing more opportunities for our team members and more opportunities to continue delivering great service to our clients when I first joined Mission wealth one of the first things that I noticed was the presence of women professionals and also the potential for women in leadership at this company I’ve always felt very strongly that for women
who are thinking about entering Financial Services to not be deterred by the fact that this has traditionally been a male dominated industry I believe that being a female in this business is a benefit I love the fact that mission wealth has not only embraced our female team members but provided the same opportunities for advancement and growth for every team member the thing that I’m the most excited about at Mission wealth is the opportunities that are before us people here really can chase down every career aspiration that they’ve ever had and they have a team of people in an organization that are fully in support of that I believe that we have the opportunity to help more clients that we can bring them more financial Clarity and more financial peace of mind which in turn trickles down to them being able to do more to take care of their families or to take care of the communities and the organizations that they care about so I feel really excited about the opportunities that are before us and the ways that we can continue to make an impact
In this video, Partner and President Dannell Stuart details her journey at Mission Wealth. From the initial choice to join the firm to the commitment to service and inclusivity, we’ll explore how embracing opportunities has shaped her career and the future of our firm.
To learn more about our mergers and acquisitions or future partnership opportunities, visit missionwealth.com/opportunity.
Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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