In her role as Associate Wealth Management Advisor, Dana is responsible for monitoring and rebalancing portfolios, implementing asset allocations, reviewing portfolios for tax planning opportunities, and preparing performance reports and reconciliations. In addition to her primary duties, Dana also performs investment research and works with the team to serve client needs. Dana’s work history includes training in the financial planning industry as well as extensive experience in management and customer service. She is a graduate from Florida Atlantic University with a B.A. in Finance and holds her Series 65 license. She has been a valuable asset to our team since 2011.
Dana grew up in the West Palm Beach area and is married to Todd, her grade school sweetheart. Together, they enjoy boating, watching sports and spending time with their adorable son, Parker. They love to be outdoors, as Parker’s favorite things to do are fishing, going to the park, swimming, and visiting the zoo. Dana is also mom to two crazy dogs, Chi and Chetta.
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