Dannell Stuart

CFP®, ChFC®, CLU®, CASL®

Partner, Client Advisor and Director of Business Development

 

Dannell Stuart

CFP®, ChFC®, CLU®, CASL®

Partner, Client Advisor and Director of Business Development


Dannell Stuart

CFP®, ChFC®, CLU®, CASL®

Partner, Client Advisor and Director of Business Development

 

Dannell Stuart

CFP®, ChFC®, CLU®, CASL®

Partner, Client Advisor and Director of Business Development

“I find great pride in seeing clients successfully transition into a comfortable and enjoyable retirement. I love it when they come back and thank us for being instrumental in helping them achieve financial peace of mind. I feel so happy for them and I know that we’ve done our job!”

Role at Mission Wealth

Dannell is responsible for the firm’s business development activities and enjoys being involved in welcoming new clients to the firm. She serves on the Investment Committee and also devotes time to servicing client relationships.

 
Spotlight on Dannell

In this interview she 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.

To read about our interview with Dannell, take a look at our Spotlight on the Team: Dannell Stuart article!

Contact Information

Office Location: Santa Barbara, CA
Email: dstuart@nullmissionwealth.com
Direct Line: (805) 690-3850

Role at Mission Wealth

Dannell is responsible for the firm’s business development activities and enjoys being involved in welcoming new clients to the firm. She serves on the Investment Committee and also devotes time to servicing client relationships.

 
Spotlight on Dannell

In this interview she 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.

To read about our interview with Dannell, take a look at our Spotlight on the Team: Dannell Stuart article!

Contact Information

Office Location: Santa Barbara, CA
Email: dstuart@nullmissionwealth.com
Direct Line: (805) 690-3850

Career Highlights

Dannell has over two decades 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.

Credentials

Career Highlights

Dannell has over two decades 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.

Credentials

Community Involvement

  • Visiting Nurse and Hospice Care of Santa Barbara – Treasurer of the Board of Directors, Chair of the Finance Committee and member of the Investment Committee
  • Women’s Fund of Santa Barbara – contributor and Endowment Committee member
  • Santa Barbara Estate Planning Council – Board member
  • Music Academy of the West – local involvement
  • Women’s Executive Network – local involvement
  • UCSB Planned Giving Council – volunteer
  • Youth soccer – volunteer

Awards + Recognition

Dannell was recognized 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

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.

Education

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

Community Involvement

  • Visiting Nurse and Hospice Care of Santa Barbara – Treasurer of the Board of Directors, Chair of the Finance Committee and member of the Investment Committee
  • Women’s Fund of Santa Barbara – contributor and Endowment Committee member
  • Santa Barbara Estate Planning Council – Board member
  • Music Academy of the West – local involvement
  • Women’s Executive Network – local involvement
  • UCSB Planned Giving Council – volunteer
  • Youth soccer – volunteer

Awards + Recognition

Dannell was recognized 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

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.

Education

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

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