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Dana Z.

WPN Member: Rodan & Fields


North Myrtle Beach, SC
Hometown: New York City

Member since:

July 4, 2010

What makes you passionate about your product or service?

Financial health is of vital importance to a person, a family or a business. My goal is to be their partner on their life's journey to ensure their financial plan reflects their goals, values and vision.

What benefits do you see in networking?

The support, feedback and suggestions I have received at other networking events have been so valuable in my personal and professional growth. It is so thrilling to see businesses supporting one another to achieve success collectively!

What products or services do you offer?

Comprehensive financial planning, retirement planning, educational planning and traditional investments - stocks, bonds, mutual funds, ETFs, life insurance, annuities, calls/puts, futures.

Share some background about the company you own or represent.

I work with Morgan Stanley Smith Barney & decided to join them because they shared the same vision. We as the financial advisor is there to work alongside our clients to assess their needs & create a plan that reflects their goals and comfort level.

Tell us a bit about yourself.

Relocated to Raleigh last month and we are so excited to be here! Married with three young daughters under age 4. (Twin 4 1/2 yo and a 2 yo) Originally from NYC and most recently spent the last five years in Philadelphia.


Recently moved to Raleigh and wanted to get out there to see all that Raleigh has to offer. Transfered with my current company and need to create a new professional network to support my practice in comprehensive wealth management.

What Dana Z. is saying about this Meetup Group

Been a member of WPN for a two years and lucky to call you all my colleagues and friends

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