Mission Wealth congratulates Partner, Client Advisor and Director of Business Development, Dannell Stuart, on her recognition in the Pacific Coast Business Times as an outstanding female business leader. For the last 15 years, the PCBT has recognized the top women in business who have had unique successes in the central coast. These executives play a key role in women’s organizations or large nonprofits.
Dannell Stuart has been with Mission Wealth for 10 years and has almost 25 years of experience in helping clients with their investment and financial planning needs. She is responsible for the firm’s business development activities and enjoys being involved in welcoming new clients to the firm. She also devotes time to servicing client relationships.
“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!”
Dannell has also 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.
In addition to the exceptional work that Dannell does at Mission Wealth, she is also involved in numerous volunteer activities around Santa Barbara. She serves as the Board Chair of VNA Health, a Leadership Team member for Oceanhills Church, and as a Director for the Santa Barbara Estate Planning Council. She is also on the Endowment Committee for the Women’s Fund of Santa Barbara.
Dannell was previously awarded with the Top Women in Business recognition in 2015 and 2018.
Join us in honoring Dannell Stuart, and all women in business, at the Pacific Coast Business Times Top 50 Women in Business 2020 event at the Deckers Brand Pavilion in Goleta, CA. The Awards Reception has been postponed, but dates will be released here.