Dana joined Beden Wealth Management in early 2022. Dana hails from Vienna, Virginia, and graduated from the University of Delaware where she attended the Alfred Lerner College of Business and Economics. She started her professional career in a client-facing sales role, which gave her exposure to the importance of customer relationships, business acumen, and grit. Dana was a President's Award winner each year that she was in sales, which further signified her ability to deliver for her clients.
After bearing witness to the impact her father and his team made on his clients and their financial literacy, Dana decided to join her father and embark on acareer path in wealth management. Dana has obtained multiple registrations since joining the industry. She holds the FINRA SIE®, Series 7 and 66 licenses and is licensed to sell insurance. Dana looks forward to continuing her education and being a lifetime learner in the field of personal finance, an ever-changing industry. In addition, Dana is eager to add value to Beden Wealth Management's clientele while working hand-in-hand with the“A-Team.”
CA Insurance License #: 4179113. Domiciled in CA.
Supervisory Address: 1593 Spring Hill Road, Suite 500 E, Vienna, VA 22182. (703) 847-9660.
Forbes Best in State: This award has been awarded by SHOOK Research and Forbes on 4/7/22 for the following period by 1/1/2022-12/31/2023. Financial Times 400 Top Financial Advisers: This award has been awarded by Financial Times on 3/5/2020 for the following period by 1/1/2020-12/31/2020. The Washingtonian Top Financial Adviser was awarded 2/25/2022 based on calendar year 2021 criteria. Five Star: This award has been awarded by Five Star Professional on 6/14/2021 for the following period by 1/1/2021-12/31/2021. This recognition is based solely on a survey of financial advisor peers in the Washington D.C. area.