Dana Green

Vice President - Investments
Private Wealth Advisor

Boca Raton, FL
(561) 620-2125

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)

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.