Our Team

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
skilled advisor.

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
Dannell completed the CERTIFIED FINANCIAL PLANNERS^TM program through the American College and earned her CFP® Certification in 1999. At the time, she was one of the youngest females in the country to do so. She has since enhanced her education and earned designations as a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) and a Chartered Advisor for Senior Living (CASL®). Dannell also has the following industry licenses: FINRA General Securities Principal (Series 24), General Securities Representative (Series 7), Uniform State Law (Series 63), and California Life Insurance.

Associations and Memberships
Dannell is registered with the Financial Industry Regulatory Authority (FINRA), and is a member of the Financial Planning Association (FPA), Santa Barbara Estate Planning Council, Santa Barbara Charitable Giving Roundtable, Santa Barbara Women’s Executive Network (WEN), and Social Venture Partners (SVP) through the Santa Barbara Foundation. Her favorite non-profit is Free Wheelchair Mission, an organization that gives the gift of mobility to indigent and disabled people around the world. She has also been involved locally with AYSO Youth Soccer, The United Way of Santa Barbara County, The American Heart Association, and Girls, Inc.

Personal
Dannell and her husband Craig, a local firefighter, live in Santa Barbara and have two young children, Will and McKenna. They enjoy being active in the local community and spending time with their family.

^{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.}