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Between Now and Success: Stephanie Sammons on Starting a New RIA With 20 Years of Experience to Draw On
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Published on 18 May 2017. What if you had more than 20 years of financial services experience, then decided to start over and build a new RIA from scratch? Do you think you could take those decades of experience and build a new RIA in tune with the times? That's exactly what Stephanie Sammons is doing with her new RIA, SammonsWealth. Talk about a multi-hyphenate: Stephanie Sammons is the Founder and CEO of SammonsWealth, a best-selling author, a Certified Financial Planner, a speaker, a business coach ... and a singer-songwriter who just released a new EP in April! And for good measure, her 20+ years of financial advisory experience also includes successful runs at Merrill Lynch and UBS. On today's show, Stephanie explains how she drew on her wide variety of experience to go independent, and create a new RIA with a personalized approach.
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