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portrait of Dana R Curtis
FINANCIAL ADVISOR

Dana R Curtis

CFP®, ChFC®, CEPA®, ABFP™, AAMS™, CRPC™
7639 Hillside Road Suite 100, Amarillo, TX 79119opens in a new window
CallSend Me a Message

About Dana

As your Edward Jones financial advisor, I believe it is important to invest my time in understanding what is important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family to achieve your goals. I thoroughly enjoy the process of working side-by-side with my clients to help them navigate a potentially complex situation while explaining it in a way they can understand to give them the knowledge to make sound decisions.

Originally from a small town in Michigan, I earned...

Work History

  • Edward JonesJanuary 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Davenport UniversityBachelor of Business Admin

Personal Interests

  • Community Outreach
  • Photography
  • Horseback Riding
  • Archery
  • Golfing

Team Members

  • Brenda Malamen
    Sr. Branch Office Administrator
  • Megan Wissler
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(806) 355-3683

Fax

(877) 326-7079

Office Address

7639 Hillside Road Suite 100
Amarillo, TX 79119opens in a new window

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