Dana Pierce

Dana Pierce has wealth management and financial planning experience spanning over 17 years. Dana is currently working at Merit Financial Advisors as a Relationship Manager and Financial Planning Manager, starting in August 2021. Prior to this, they served as the Director of Financial Planning at Consilium Financial Group, LLC from June 2018 to September 2021. Before that, Dana worked as a Wealth Management Associate at ClearBridge Wealth Management, A Registered Investment Advisor, from March 2007 to June 2018. Dana began their career as a Financial Planner at CPC Consolidated Planning Corporation from January 2004 to March 2007.

Dana Pierce holds a Bachelor of Business Administration degree with a major in Accounting and Finance from Mercer University. In September 2006, Dana obtained the Certified Financial Planner (CFP) certification from the CFP Board. No specific details regarding the start or end years of their education were provided.