portrait of Dana Manley

About Dana

When I was 16 years old, my father taught me a little bit about the stock market, mutual funds and the importance of saving for the future. I found it very fascinating, and it really resonated with me. After the first Gulf War, Desert Storm, I left the United States Airforce and started my career in the financial industry. At age 54, I'm just amazed at how fast time goes by. For the last 25 years, as a licensed financial advisor, I have had the privilege of working work with individuals, families and business owners to develop personalized wealth strategies.

On...

Focus Areas

  • Military Professionals & Veterans
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Personal Interests

  • Spending Time with Family
  • Soccer
  • Personal Fitness
  • Fishing
  • Coaching Sports

Team Members

  • Galaiapy Torres
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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