Dannell Stuart CFP®
Based in Santa Barbara, Dannell helps turn Mission Wealth’s strategic vision into people-centered growth, creating opportunities for team members to lead while strengthening the firm’s commitment to caring, client-first advice.
Ways to Connect
How Dannell Sets Mission Wealth Apart
- Turns strategic vision into people-centered growth
- Creates pathways for team members to lead and become partners
- Builds a culture where care for employees extends to clients
- Champions adaptable, client-first decision-making
What Dannell is Proud to Help Build
- A broad and engaged partner group
- Visible career pathways across the firm
- A strong culture of ownership and opportunity
- National growth that remains caring and collaborative
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.
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.
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
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Top 50 Women in Business
(2023, 2020, 2018, 2015)
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Top 40 Under 40
(2008)
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Who’s Who in Business and Finance
(2012, 2011)
*for award disclosures and methodology, visit awards & rankings
Media & Speaking Engagements
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AI Told This Client When to Retire. Mission Wealth's Advisors Disagreed (opens in a new window)
InvestmentNews | August 2026
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A Turning Point for Women Advisors Is Within Reach (opens in a new window)
Rethinking65 | May 2026
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Mission Wealth and the Growth Model Built Around Advisor Capacity (opens in a new window)
FiComm Partners | February 2026
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Should wealth firms be rethinking their advisor talent playbook? (opens in a new window)
InvestmentNews | December 2025
-
Meet the RIA: Mission Wealth (opens in a new window)
Asset TV | December 2025
Awards
-
Top 50 Women in Business
(2023, 2020, 2018, 2015)
-
-
Top 40 Under 40
(2008)
-
Who’s Who in Business and Finance
(2012, 2011)
*for award disclosures and methodology, visit awards & rankings
Media & Speaking Engagements
-
AI Told This Client When to Retire. Mission Wealth's Advisors Disagreed (opens in a new window)
InvestmentNews | August 2026
-
A Turning Point for Women Advisors Is Within Reach (opens in a new window)
Rethinking65 | May 2026
-
Mission Wealth and the Growth Model Built Around Advisor Capacity (opens in a new window)
FiComm Partners | February 2026
-
Should wealth firms be rethinking their advisor talent playbook? (opens in a new window)
InvestmentNews | December 2025
-
Meet the RIA: Mission Wealth (opens in a new window)
Asset TV | December 2025
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor