Dana Richmond specializes in a strategic approach and couples that with creative solutions that are tailored for her clients. Dana also strives to work in an environment rooted in open-communication. Finance is so personal, even for business owners, and Dana listens to what her client’s needs are and then works to deliver results to solve those needs.
One of Dana’s focuses is educating and encouraging women entrepreneurs concerning their finances. She is licensed in Florida and holds Series 7 and Series 66 registrations. Dana offers her clients a wide array of financial solutions that can be customized to their unique needs before and after retirement. She works with clients and business owners to analyze their current situations and recommends clear, easy-to-understand financial strategies. Dana enjoys collaborating with client’s tax and legal advisors to ensure appropriate and comprehensive strategies.