Skip to content

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)

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.

Envelope

Capital Market Update

  • Focused on the Investment Banking sector, this newsletter features weekly in-depth market commentary and analysis, industry sector trends and white papers, current market rates and yields and the latest HJ Sims case studies on completed financings, highlights and events.

  • By submitting this form, you are consenting to receive marketing emails from HJ Sims. You can unsubscribe from these communications at any time by using the unsubscribe link found at the bottom of every email.