Stephanie Sammons, CFP®

CEO and Founder of Sammons Wealth Management, specializing in retirement planning for 50+ professionals

Stephanie Sammons is a seasoned financial professional and the Founder and CEO of Sammons Wealth Management, a boutique financial advisory firm based in Dallas, Texas. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 25 years of experience in the financial services industry, specializing in retirement planning for LGBTQ professionals and other clients aged 50 and above.1 3

Before establishing her own firm in 2018, Sammons held significant roles at major financial institutions such as UBS and Merrill Lynch, where she served as a Vice President and Regional Associate Director. Her transition to founding Sammons Wealth Management was driven by a desire to create a client-centric advisory practice that aligns with her values of equity, diversity, and inclusion, free from corporate constraints.1 2

In addition to her professional achievements, Sammons is also a passionate singer-songwriter, having studied songwriting in Nashville and participated in various music festivals. She enjoys outdoor activities and is a devoted fan of the Dallas Cowboys.1 2

Experience

CEO and Founder at Sammons Wealth Management since January 2018

CEO and Founder at Wired Advisor LLC from June 2010 to December 2017; Vice President, Regional Associate Director, Financial Advisor at Merrill Lynch from August 2006 to June 2009; Vice President, Branch Manager, Financial Planner at UBS from July 2001 to August 2006; Senior Financial Advisor, Head of Advisor Professional Development Program at Merrill Lynch from May 1995 to July 2001; Business Education Teacher at Plano ISD from August 1993 to May 1995

Education

BBA in Economics from Midwestern State University from 1989 to 1992; Business Administration and Management, General at University of Oklahoma from 1988 to 1989; Attended Plano Senior High School from 1986 to 1988