
Although new to the Knox team, Dana has worked in the financial services industry since the beginning of her career. Dana has held several securities licenses and Empire Wealth Strategies is her fourth firm she is working with. For the past several years she has worked at an asset management firm providing excellent attention to servicing their clients. Working closely with several financial advisors, Dana has assisted in new client acquisition, marketing research and client management. In addition, she was able to create a process to properly and effectively correspond with clients. She brings these experiences to her new role here at Empire Wealth Strategies.