portrait of Dana Belliel

About Dana

As an experienced financial advisor with my career spanning over 25 years, I have gained the tools and knowledge that allow me to partner with my clients to help them set priorities and achieve their goals. I take great pride and satisfaction working with my clients through the investment decisions that go hand in hand with their most important life events.

Growing up in an agricultural community taught me the meaning and importance of hard work, honesty and integrity. In 1998, I obtained the first of many securities licenses. While still in college, I had the good fortune and was...

Focus Areas

  • Divorce Finances
  • Business Retirement Plans
  • Domestic Partner Finances
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesMay 2006 to Current

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Cooking
  • Personal Fitness
  • Traveling

Team Members

  • Anne Hoyt
    Sr. Branch Office Administrator
  • Nedim Mehanovic
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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