Stephanie Sammons, CFP® in

Stephanie Sammons, CFP®

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CEO and Founder at Sammons Wealth Management
📍 Dallas-Fort Worth Metroplex, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
CEO and Founder
Job Level
Leadership
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Stephanie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stephanie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2017
CEO and Founder
Sammons Wealth Management
6-2010 - 12-2017
CEO and Founder
Wired Advisor LLC
8-2006 - 6-2009
Vice President | Regional Associate Director | Financial Advisor
Merrill Lynch
7-2001 - 8-2006
Vice President | Branch Manager | Financial Planner
UBS
5-1995 - 7-2001
Senior Financial Advisor | Head of Advisor Professional Development Program
Merrill Lynch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1989 - 1992
BBA
Midwestern State University
1988 - 1989
Business Administration and Management
University of Oklahoma
1986 - 1988
Education details unavailable
Plano Senior High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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