As a Senior Vice President and Managing Director, Dana’s goal has remained constant over his 25 years, to help his clients and their families achieve their financial and retirement goals by careful planning. Understanding where they come from, so he can help get them to where they are going.
Dana began his financial career in 1996 with Smith Barney. After a number of mergers, Smith Barney eventually became Morgan Stanley. After 17 years with the firm, he and his partners moved to Raymond James in 2013.
As a founding member of the Portland Harbor Group of Raymond James, Dana focuses on financial planning, educational planning, retirement income strategies, estate planning and plays a prominent role in maintaining the asset allocation and investments for the groups five investment models.
Dana is a member of the firm's 2020 President's Club*, and was named to the 2020 and 2021 edition of the Forbes list of Best-in-State Wealth Advisors. **The list recognizes top financial advisors across the U.S.
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, he received his degree from Plymouth State University with a major in Business and Marketing. Dana now lives in Scarborough, Maine with his wife Lisa, and their children, Hannah, Matthew, Abigail and Bentley, the golden retriever. In his free time, Dana enjoys skiing, golf, tennis, mountain biking, hiking and boating.
* Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
**The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. In 2020, out of approximately 32,000 nominations, more than 4,000 advisors received the award. In 2019, out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.