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Dannell Stuart, CFP®, President and Partner of Mission Wealth, discusses the firm’s growth to over $13 billion and the strategic expansion of in-house tax and estate planning capabilities to enhance the client experience. He also highlights how Mission Wealth’s leadership, strong female representation, and focus on technology and next-gen talent position the firm to support advisors and deliver optimal outcomes.
By Asset TV5
3131 ratings
Dannell Stuart, CFP®, President and Partner of Mission Wealth, discusses the firm’s growth to over $13 billion and the strategic expansion of in-house tax and estate planning capabilities to enhance the client experience. He also highlights how Mission Wealth’s leadership, strong female representation, and focus on technology and next-gen talent position the firm to support advisors and deliver optimal outcomes.