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Dana Palma, Financial Advisor

FINANCIAL ADVISOR
Dana C Palma

CEPA®, AAMS™
3137 Fire Road, Egg Harbor Township, NJ 08234opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Business Retirement Plans
  • LGBTQ+ Finances
  • Divorce Finances
  • Estate & Legacy Strategies

About Dana

I am a community-focused financial advisor who brings a wealth of knowledge with an Ed.D. in organizational leadership and twenty years of experience in corporate finance to my clients. I work with businesses and individuals one on one with the support of thousands behind the scenes. My established process goes through your goals in order to put a strategy in place. I then partner with you throughout life to help you achieve those goals by focusing on what's important to you.

I look to serve individuals who come through our door. I love to work with self-employed and small business owners...

Work History

  • Edward JonesJanuary 2020 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Stockton State CollegeEDD (Dr of Education)

Personal Interests

  • Art & Theater
  • Community Outreach
  • Cycling
  • Photography
  • Personal Fitness

Team Members

  • Camille Averso
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(609) 677-8943

Fax

(877) 335-9602

Office Address

3137 Fire Road
Egg Harbor Township, NJ 08234opens in a new window

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