With over two decades of experience in the financial services industry, Dana brings much knowledge and insight to our team. She oversees all operations for our office and plays an integral role in proposing and implementing new investment strategies for our clients. Dedicated and hardworking, Dana works closely with our clients to help them clarify and strategically pursue their goals, and loves having the opportunity to make a positive difference in their lives with personal financial guidance.
Dana was a forming member of our team in 1994 at A.G. Edwards and, later, helped to open the first Morgan Stanley office in Springfield in 2000. In 2005, she joined Merrill Lynch as a senior financial advisor, and in 2017 affiliated with Raymond James alongside our team. Dana earned a bachelor’s degree in business administration and economics from Drury University.
Dana was previously a board member for the American Diabetes Association and enjoyed serving, for many years, on the committee for the Breast Cancer Foundation of the Ozarks “Hooked On Dance” charity event. In her spare time, she enjoys golfing and cheering on the St. Louis Cardinals. Originally from Springfield, Dana and her husband, Richard, live in Fremont Hills.
Raymond James is not affiliated with the entities mentioned.