As President of the firm, Dana focuses her 25 plus years of investment industry experience on helping clients understand complicated financial concepts and create their own plan for Wealth Without Worry.
As a serial entrepreneur, Dana understands the financial issues that keep business owners up at night and interrupt their focus on their business during the day. With her knowledge and experience, she is in a position to help business owners develop a plan for converting their businesses into a recurring income stream for retirement or passing their business onto their children.
She entered the financial industry in 1993, working for the State of Tennessee’s pension fund, where she was Associate Portfolio Manager, one of only two women to hold this title. She was ultimately responsible for management of the International Growth Portfolio, two U.S. Sector Funds, and the Convertible Bond Arbitrage Portfolio.
She then joined an Atlanta based firm, GLOBALT Investments, as a partner and senior analyst where she was the first woman to make partner before the age of 30.
Returning to Nashville in 2004, she joined SunTrust Bank as a Senior Portfolio Manager, advising ultra- high net worth clients on a wide-ranging array of financial subjects including retirement planning, investments, credit facilities, cash management, insurance, and estate planning.
She holds the prestigious Chartered Financial Analyst designation.
A Nashville native, Dana graduated from Belmont University with a degree in Business Administration and Finance. She is involved in the Downtown Rotary, serving as the co-chair of the endowment’s investment committee and serves as a Board of Director and Fundraising Chair for the Nashville Steam Preservation Society, an organization dedicated to preserving Nashville’s railroad history.
- Over 25 plus years of investment experience
- Worked with ultra-high-net-worth families
- Retirement Planning
- Business Succession Planning
- Cash & Credit Facilities Management
- Insurance and Liability Planning