FINANCIAL PLANNING WITH THE RIGHT INVESTMENTS TO HELP MEET YOUR LIFE GOALS

Taking a comprehensive approach to your financial planning needs, we strive to provide professional wealth management services and strategies that instill confidence by outlining a clear and cohesive plan, using up-to-date technology and education to implement top-notch financial planning.

About Us

Located in Frisco, Texas, the Stansell Wealth Team’s goal is to provide honest, non-emotional advice for your financial planning needs. With services focused on investment management, tax planning, and assistance with employer benefits such as stock options, RSUs, and deferred compensation, the Stansell Wealth Team is committed to helping clients achieve financial independence. As a CERTIFIED FINANCIAL PLANNER™ professional, Cody Stansell works alongside his team to leverage innovative technology with a desire for every client’s experience to be as simple and hassle-free as possible. This includes DocuSign to electronically sign documents, as well as offering Zoom meetings for virtual collaboration.

Meet the Team

Learn more about each of the dedicated members of the Stansell Wealth Team.

Cody Stansell, CFP®

CERTIFIED FINANCIAL PLANNER™, RJFS

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THERESA TUCKER

Client Operations Associate

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Contact Our Team

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Our Location

2601 Network Blvd., Suite 101
Frisco, Texas 75034
972-987-1202

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