Diana Plank

Diana is committed to serving the financial needs of clients at Helius Wealth Management. She employs active listening skills to understand each client’s unique situation and brings a genuine interest in their well-being to every meeting. She has an extensive background in leadership, consultative sales approaches, full-cycle account management, business development, operations management, process improvement and strategic planning.

Prior to joining Raymond James, Diana spent many years in the educational sector, with management roles at the Global Education Network, National American University, Strategic Education, Inc. and South University. She has a Bachelor of Science degree in psychology from the University of Wisconsin, as well as a Master of Arts degree in organizational management from Concordia University.

On a day-to-day basis, Diana helps provide an exceptional client experience while managing the operations of her practice. She helps ensure that clients feel comfortable and confident in the services they receive.

Outside the office, Diana is involved in community organizations, including the American Cancer Society, American Red Cross, Feeding Starving Children and the Humane Society of Minnesota. Her hobbies include walking, listening to music, reading and watching movies.

Originally from Minnesota, Diana relocated to Palm Beach Gardens, Florida, in 2020. She resides in Jupiter with her partner, Brian, and daughter, Maria.