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Cfp® Stephanie Sammons

I help successful women professionals in midlife take charge of their wealth and map out a plan for their ideal retirement.

Stephanie Sammons, CFP® is the CEO and Founder of Sammons Wealth Management, a boutique financial advisory firm based in Dallas, Texas.2 She is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the financial services industry, specializing in retirement planning for 50+ professionals, particularly LGBTQ individuals and women executives.5

Sammons founded her independent, fiduciary firm in 2018 after holding significant roles at major financial institutions such as UBS and Merrill Lynch, where she served as a Vice President and Regional Associate Director.15 Her transition to founding Sammons Wealth Management was driven by a desire to create a client-centric advisory practice aligned with her values of equity, diversity, and inclusion.2

Key aspects of Stephanie Sammons' professional profile include:

  1. Expertise: Retirement planning, tax planning, investment management, and financial coaching for high-net-worth clients.45
  2. Client focus: 50+ women professionals, executives, and managers with accumulated assets of $1M+ and complex compensation structures.24
  3. Industry experience: Prior roles at UBS and Merrill Lynch, giving her in-depth knowledge of various forms of compensation and corporate benefits.25
  4. Firm philosophy: Independent, fiduciary advisory services without product sales or commissions.34

Outside of her professional life, Sammons is married to Dallas Attorney Kay Van Wey and is a step-mom to two young adult sons.5 She is also a passionate singer-songwriter and enjoys various athletic activities.5

Highlights

Sammons Wealth Management
Sammons Wealth Management
Stephanie Sammons Folk/Americana Singer-Songwriter
Apr 14 · youtube.com
Use LinkedIn Publishing Platform To Get Leads, Clients & Referrals
Use LinkedIn Publishing Platform To Get Leads, Clients & Referrals
Stephanie Sammons - Accounting Today
Stephanie Sammons - Accounting Today

Related Questions

What inspired Stephanie Sammons to transition from major financial institutions to founding her own firm?
How does Sammons Wealth Management tailor its services specifically for LGBTQ professionals?
What are some of the unique strategies Stephanie Sammons uses in retirement planning for clients aged 50 and above?
How has Stephanie Sammons' background in songwriting influenced her approach to financial planning?
What are the core values that drive the client-centric advisory practice at Sammons Wealth Management?
Cfp® Stephanie Sammons
Cfp® Stephanie Sammons, photo 1
Cfp® Stephanie Sammons, photo 2
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Location

Dallas-Fort Worth Metroplex