Sammons Wealth Management
Stephanie Sammons, CFP®, is founder/CEO of Sammons Wealth Management, an independent, Fee-Only financial advisory firm. We specialize in retirement planning and investment management for independent women, couples, and LGBTQ professionals who are high-income earners in their 40s, 50s, and 60s. Although we are based in Dallas, Texas, we work with clients nationwide.
Stephanie was a former Vice President and Regional Manager for Merrill Lynch and UBS for 15 years prior to forming Sammons Wealth Management.
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 accept referral fees.
Sammons Wealth Management clients hold their accounts at TD Ameritrade Institutional, a respected partner to independent advisors and a financial firm that aligns with our fiduciary values.
Advisors at this Office