Dana's is the Chief Compliance Officer and Chief Operating Officer at WebsterRogers Financial Advisors, LLC. She has over 17 years of administrative and office systems management experience. Dana's main role is to oversee and ensure that WRFA is maintaining its compliance with regulatory requirements and that WRFA and its employees are complying with internal policies and procedures.
- Graduated from Florence-Darlington Technical College with a degree in Human Sciences
- Volunteer for Artfields
- Past Chairperson for Grant Committee for Women in Philanthropy for two years
Beneath the Surface:
“The thing I enjoy most about my job is interfacing with our clients and getting to know each one on an individual level. I want to make things as easy on the clients as possible and be as much of a resource as I can.”
Call 843.656.1144 or email firstname.lastname@example.org