Dannell Stuart, CFP®, ChFC®, CLU®, CASL® | Director of Business Development
Dannell Stuart is the Director of Business Development and a Client Advisor for Mission Wealth. In addition to servicing her client relationships, she is responsible for the firm’s business development activities.
Dannell grew up in Orange County, CA and moved to Santa Barbara to attend UC Santa Barbara in 1992. In 1996 she graduated with honors with degrees in Spanish and Communication Studies. From 1996 to 2010 she worked with AmeriFlex Financial Services. During her tenure there, she worked with clients in the areas of financial planning, asset management, risk management, and transition planning. She is an involved community member, an excellent communicator, team leader, and
She has contributed personal finance articles to the Santa Barbara News Press, Santa Barbara News Press WOMAN Magazine, and Coastal Woman Magazine. She has taught the investments course for the UCSB Extension Personal Financial Planning Certificate Program and has led a Women & Money course at the UCSB Professional Women’s Conference. In 2008 she was named to the “Top 40 under 40” business leaders list in the Pacific Coast Business Times and she was named on their “Who’s Who in Banking and Finance” list in 2011.¹
Professional Certifications and Licenses
Associations and Memberships
¹ To be considered for inclusion, PCBT considers the nominees’ management role at their business, the scope of their customer’s presence in the region, as well as the size that their territory service encompasses.