Sammons Wealth Management
Stephanie Sammons, CFP®, is founder/CEO of Sammons Wealth Management, a Fee-Only financial advisory firm. We specialize in financial life planning and investment management for independent women, business professionals, and members of the LGBTQ community. Although we are based in Dallas, Texas, we work with clients nationwide.
Stephanie was a former Vice President and senior manager at Merrill Lynch and UBS prior to forming Sammons Wealth. She is also a bestselling author and nationally known speaker.
Sammons Wealth Management is an independent, fiduciary financial firm. We take a fiduciary oath to put the best interests of our clients first. Our financial advice and guidance is also 100% objective. We do not sell financial products, earn commissions or referral fees.
We custody our client assets at TD Ameritrade, a respected partner to independent advisors and one which aligns with our fiduciary values.