Dana is a Managing Director and Senior Consultant at Merrill Wealth Management. Originally from Westport, CT, he graduated from Bryant University with a degree in Business Management and has been with Merrill since 1987.  Over his career, Dana has been responsible for developing a highly successful wealth management team that provides private financial services to a limited number of wealthy families, non-profit organizations and closely held businesses.  He and his team are responsible for advising clients who have entrusted more than $2 billion in financial assets to the firm.  Dana’s substantial experience assisting clients with complex investment, retirement, investment banking and estate planning issues consistently placed him in the firm’s Director’s Circle recognition club.  He has been an active member of civic organizations over many years including being named a Paul Harris Fellow at the Rotary Club ofJacksonville, President and Melvin Jones Fellow of the Metropolitan Lions Club and a longtime board member of Discovery Montessori School. Dana has been a volunteer youth coach for the YMCA and Ponte Vedra Junior DevelopmentalFootball.  He was also the founder of the Great Ponte Vedra Paddle to benefit the HEAL! Foundation.   Dana has been named to Forbes magazine Best-in-State Wealth Advisors from 2018 through 2022 and has been recognized by other financial publications. Dana enjoys spending time with his family, downhill skiing, surfing and he is an avid golfer.  Dana and his wife Jane attend Christ Episcopal Church, are proud parents of their children Emily & Charlie and have been residents of Ponte Vedra Beach since 1989.

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