Dannell Stuart

Dannell Stuart

President at Mission Wealth | Santa Barbara, California, United States

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Work Experience

Mission Wealth

President

2022-11-01 — Present

Mission Wealth

Chief Client Officer and Partner

2020-11-01 — 2022-11-01

Mission Wealth

Director of Business Development and Partner

2010-06-01 — 2020-11-01

AmeriFlex Financial Services

Vice President

1996-09-01 — 2010-06-01

Skills

investments education projections retirement projections planning charitable giving windfall planning sale of a home or business divorce or funds received through a settlement or inheritance estate planning

Languages

English