Dana’s detailed support is a hallmark of the client experience with Reganess Wealth Management Group. She is committed to streamlining each family’s financial life by providing the service and answers they need. She works hard to make everyone feel welcomed and appreciated, while making every step as simple and efficient as possible.
Dana began her financial services career at UBS in 2007 and joined our team in 2011. She has her Series 7 and 66 securities registrations, and is licensed in life insurance and long term care. She earned a bachelor’s degree in economics and Spanish from Greensboro College, where she was a member of the Spanish Honor Society and Sigma Delta Pi.
Dana grew up on a farm in Ruffin, North Carolina, where she quickly learned the value of hard work, Southern kindness, and a deep love for animals. She currently lives in Greensboro with her husband, Jeff, and her dog, Gracie Mae. In her free time, she loves running, outdoor activities and watching college sports. Dana is also active in the community supporting local animal rescue organizations.
Managing Director, RWMG Financial Planner & Portfolio Manager, RJFS