Meet the team... Cody Stansell, CFP® and Lauren Giddens MHR
About us
We are a Plano based financial planning and wealth management firm. Serving the North Dallas area and clients all over the US. Our services: Retirement Planning Investment Management Estate Planning Income Tax Planning Risk Planning College Planning Employee Benefit Review
- Website
-
StansellWealth.com
External link for Stansell Wealth Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Type
- Self-Owned
Employees at Stansell Wealth Planning
Updates
-
𝗡𝗲𝘄 𝗘𝗽𝗶𝘀𝗼𝗱𝗲! 📣 How To Turn A Cash Bonus Into Lasting Wealth "I'm not a regular financial planner, I'm a cool financial planner." 🎧 𝗟𝗶𝘀𝘁𝗲𝗻 on all major streaming platforms by searching: 𝗦𝘁𝗮𝗻𝘀𝗲𝗹𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 📺 𝗪𝗮𝘁𝗰𝗵: https://lnkd.in/g25tBpvq 👂𝗟𝗶𝘀𝘁𝗲𝗻: https://lnkd.in/gVKpmG8u #StansellWealthPlanning #FinancialPlan #Investments #Savings #CashBonus
-
𝗡𝗲𝘄 𝗘𝗽𝗶𝘀𝗼𝗱𝗲! 📣 Keep It Saved 🎧 𝗟𝗶𝘀𝘁𝗲𝗻 on all major streaming platforms by searching: 𝗦𝘁𝗮𝗻𝘀𝗲𝗹𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 📺 𝗪𝗮𝘁𝗰𝗵: https://lnkd.in/gqZPT_aH 👂𝗟𝗶𝘀𝘁𝗲𝗻: https://lnkd.in/gd-dUcTh #StansellWealthPlanning #FinancialPlanning #Podcast #WealthManagement #StansellWealth #KeepItSaved #EstatePlanning
-
𝗡𝗲𝘄 𝗘𝗽𝗶𝘀𝗼𝗱𝗲! 📣 Trump Accounts 🎧 𝗟𝗶𝘀𝘁𝗲𝗻 on all major streaming platforms by searching: 𝗦𝘁𝗮𝗻𝘀𝗲𝗹𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 📺 𝗪𝗮𝘁𝗰𝗵: https://lnkd.in/gX2Bz6qG 👂𝗟𝗶𝘀𝘁𝗲𝗻: https://lnkd.in/gBQTw4Xw #StansellWealthPlanning #FinancialPlanning #Podcast #WealthManagement #StansellWealth #TrumpAccounts #SavingsPlans
-
𝗡𝗲𝘄 𝗣𝗼𝗱𝗰𝗮𝘀𝘁! 📣 Mortgage Rates, Myths, And Smart Moves with Mason Whitehead 🎧 𝗟𝗶𝘀𝘁𝗲𝗻 on all major streaming platforms by searching: 𝗦𝘁𝗮𝗻𝘀𝗲𝗹𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 📺 𝗪𝗮𝘁𝗰𝗵: https://lnkd.in/gc8jQGni 👂𝗟𝗶𝘀𝘁𝗲𝗻: https://lnkd.in/g7zxknXU #StansellWealthPlanning #FinancialPlanning #Podcast #WealthManagement #StansellWealth #Mortgage
-
𝗡𝗲𝘄 𝗣𝗼𝗱𝗰𝗮𝘀𝘁! 📣 Should you do Roth or Pre-tax? 🎧 𝗟𝗶𝘀𝘁𝗲𝗻 on all major streaming platforms by searching: 𝗦𝘁𝗮𝗻𝘀𝗲𝗹𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 📺 𝗪𝗮𝘁𝗰𝗵: https://lnkd.in/g_FudXKh 👂𝗟𝗶𝘀𝘁𝗲𝗻: https://lnkd.in/gDr_iCxq #StansellWealthPlanning #FinancialPlanning #Podcast #WealthManagement #StansellWealth #Retirement #ROTH #TradIRA
-
𝗡𝗲𝘄 𝗣𝗼𝗱𝗰𝗮𝘀𝘁! 📣 Season 2 Episode 2 - Estate Planning Made Clear - with Janelle Cremé 🎧 𝗟𝗶𝘀𝘁𝗲𝗻 on all major streaming platforms by searching: 𝗦𝘁𝗮𝗻𝘀𝗲𝗹𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 📺 𝗪𝗮𝘁𝗰𝗵: https://lnkd.in/gUg6c643 👂𝗟𝗶𝘀𝘁𝗲𝗻: https://lnkd.in/gpC7yQKc #StansellWealthPlanning #FinancialPlanning #Podcast #WealthManagement #StansellWealth #JanelleCreme
-
𝗡𝗲𝘄 𝗬𝗲𝗮𝗿, 𝗡𝗲𝘄 𝗣𝗼𝗱𝗰𝗮𝘀𝘁! 📣 Season 2 Episode 1 - Your 2026 Money Reset is out now 🎧 𝗟𝗶𝘀𝘁𝗲𝗻 on all major streaming platforms by searching: 𝗦𝘁𝗮𝗻𝘀𝗲𝗹𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 📺 𝗪𝗮𝘁𝗰𝗵: https://lnkd.in/gnEW8snh 👂𝗟𝗶𝘀𝘁𝗲𝗻: https://lnkd.in/gJ3uWSfY #StansellWealthPlanning #FinancialPlanning #Podcast #WealthManagement #PersonalFinance#StansellWealth #FinancialWellness #Moneyreset
-
Happy 1 Year Anniversary Lauren Giddens MHR! We are so glad you are part of the Stansell Wealth team!
-
-
Proud to be a part of Victory Financial! Side by side with a bigger group of advisors but allowed independence to brand as “Stansell Wealth” and run my own firm.
Victory Financial partner Cody Stansell, CFP® spent years building his practice inside a corporate RIA structure. While the model worked, something important was missing: true ownership of his business. By making the move to independence, Cody gained full control over his client relationships, simplified his business as a fee-only advisor, and built a comprehensive planning practice rooted in clarity and stewardship. His story is a powerful reminder that independence isn’t about leaving something behind, but about building what lasts. Read Cody’s full journey 👉 https://lnkd.in/ez4646Ww #AdvisorSpotlight #FinancialAdvisors #RIA #WealthManagement
-