Celebrating 25 Years of Mission Wealth and Its New Leaders

Mission Wealth Marks a Milestone in Wealth Management

Mission Wealth proudly enters its 25th year of delivering exceptional wealth management services. As part of this celebration, the firm is excited to unveil its 2025 Partner Class, featuring eleven dedicated individuals who embody the spirit of Mission Wealth’s client-centric service model. These individuals will enhance the firm's reputation for innovation and leadership in the wealth management industry.

The Newest Partners at Mission Wealth

The 2025 Partner Class includes:

• Sara Clark, Chief Client Officer
• Ethan Cooper, Senior Wealth Advisor
• Davis Edwards, Director of Data and Analytics
• Mitchell Grushen, Senior Wealth Advisor
• Joey Khoury, Senior Wealth Advisor
• Andrew Kulha, Director of Estate Strategy
• Jose Monreal, Senior Wealth Advisor
• Jesse Pantano, Senior Wealth Advisor
• Greg Prince, Senior Wealth Advisor
• Eric Smith, Senior Wealth Advisor
• Jared Sweeney, Senior Wealth Advisor

These new partners exemplify Mission Wealth's core values of care, growth mindset, adaptability, and commitment to client service. Their leadership is integral to Mission Wealth’s ambitious plans for the future, including the launch of MissionForward, a next-generation app designed to deliver tailored financial advice to tech-savvy investors in an accessible format.

Growth and Achievements

With the new class of partners, Mission Wealth's Partner Group now consists of 49 professionals. Matthew Adams, CEO of Mission Wealth, expressed his enthusiasm about this pivotal moment: "As we commemorate our 25th anniversary, welcoming this exceptional group reflects the commitment and innovative spirit ingrained in Mission Wealth from the start. We are poised for a bright future ahead, continuing to thrive and grow."

This milestone comes as Mission Wealth surpasses $10 billion in assets under management, reaffirming its dedication to award-winning financial planning and wealth advisory services. As the firm approaches this anniversary, it remains focused on providing caring advice that empowers clients to achieve their financial dreams.

A Vision for the Future

Mission Wealth celebrates these significant promotions, recognizing the critical roles these individuals have played in enhancing client experiences during their time with the firm. Dannell Stuart, President of Mission Wealth, noted the importance of this new leadership: "These new partners have significantly impacted our success and will be pivotal in shaping the future of our firm. We're fortunate to have such dedicated leaders within our team, and their continued contributions will benefit both clients and colleagues alike."

Mission Wealth, established in 2000, proudly serves over 3,585 clients and families, managing assets exceeding $10.1 billion nationwide. The firm is committed to its core values and the quality of its services.

Frequently Asked Questions

What is the significance of the 2025 Partner Class announcement?

The 2025 Partner Class announcement highlights Mission Wealth's commitment to excellence and sets the stage for the firm's future growth and leadership in the wealth management sector.

How many partners does Mission Wealth now have?

With the addition of the 2025 Partner Class, Mission Wealth's Partner Group now includes 49 professionals.

What are the core values celebrated by Mission Wealth?

Mission Wealth values caring, growth-mindedness, adaptability, and a strong commitment to client service.

What innovations can clients expect from Mission Wealth in the future?

Clients can look forward to the rollout of MissionForward, a next-generation app aimed at providing tailored financial advice to modern investors.

How does Mission Wealth manage its assets?

Mission Wealth manages over $10 billion in assets by focusing on award-winning financial planning, investment management, and personalized wealth advisory services.

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