About

WIRED ADVISORâ„¢ was founded by Stephanie Sammons.

WIRED ADVISORâ„¢ is a new media marketing and technology company providing both self-directed programs as well as 1 on 1 and group coaching/consulting programs for financial advisors, financial services firms, and related industry firms (recruiting, sales, coaching firms, etc.).

Stephanie spent a total of 15 years in the financial services industry at two of the largest global wirehouse firms, Merrill Lynch and UBS, serving as a Financial Advisor, Branch Manager, and Regional Marketing Manager.

In her various positions at both firms, Stephanie served in a leadership capacity to hundreds of financial advisors. She developed and implemented numerous successful financial advisor training programs around personal branding, niche marketing, client management and acquisition, and referral marketing at both Merrill Lynch and UBS. In addition, Stephanie led high level sales and marketing campaigns, client events, and financial advisor top producer initiatives.

Stephanie holds the professional CFP® designation as well as Series 3, 63, 65, 7, 9, and 10 licenses.

Out of her passion for marketing, relationships, financial services and technology, Stephanie founded WIRED ADVISORâ„¢ to help financial advisors, financial services firms, and strategic partners position for success in a wired world. Stephanie’s unique industry background, financial advisor sales and marketing experience, and knowledge of industry regulations have catapulted her as a reputable expert in the field of online new media marketing and social media.

Stephanie is also the founder of the WIRED ADVISORâ„¢ Blog Network which is a growing community of forward-thinking financial advisor bloggers who are sharing valuable insights and commentary on the challenges and opportunities that exist in today’s financial markets.

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