Dana began his financial career in 1996 with Smith Barney. As a founding member of the Portland Harbor Group of Raymond James, formed in 2010, Dana focuses on financial planning, educational planning, retirement income strategies, legacy planning and plays a prominent role in maintaining the team’s asset allocation for the groups model portfolios.
Dana’s goal has remained constant: to help his clients and their families achieve their financial and retirement goals by careful planning.
Dana is an enthusiastic member of the community and formerly served on a committee of The Greater Portland Chamber of Commerce and is a proud financial supporter of Big Brother Big Sisters of Maine, United Way of Greater Portland, and Boys & Girls Clubs of Portland. He is also very active with Scarborough youth leagues as a longtime soccer, baseball and softball coach. Dana and his family are members of St. Maximilian Kolbe Church.
A native of Charlestown, New Hampshire, Dana now lives in Scarborough with his wife Lisa, and their children, Hannah, Matthew and Abigail. In his free time, he enjoys skiing, golf, tennis and biking.
Raymond James is not affiliated with any organizations mentioned.