Dana Green

    Vice President - Investments
    Private Wealth Advisor

    Boca Raton, FL
    (561) 620-2125

    Envelope File-pdf

    Financial Professional holding Series 7, 63, and 65 licenses

    Investment Advisor with Herbert J Sims Capital Management, an affiliate of Herbert J Sims. (Series 65 license)

    Review your advisor’s Herbert J. Sims Capital Management ADV Part 2B-Brochure Supplement

    Throughout Dana’s career as a Financial Professional, she has been devoted to helping clients plan a financial future that best meets their goals. 

    She enjoys getting to personally know her clients and develop customized investment strategies that are designed to meet their specific needs, helping them achieve their desired lifestyle. 

    Prior to joining HJ Sims & Co., Inc. in 2021, Dana spent 10 years at Spear, Leeds & Kellogg as an Assistant Vice President in the clearing and operations division. Dana joined HJ Sims in 2021 from Janey Montgomery Scott.