Dana has been in client services and operational support for over a decade. She maintains a professional and organized office environment. She has her Series 11 and the FPQP paraplanner distinction. Dana started in financial services in 1977 as a teller, and moved up to assistant vice president at Plymouth 5 Cents Savings Bank overseeing branch operations and branch openings. She was the business operation manager of the family business Town Brook Service Center for many years. In October 2009 she was a branch operations administrator of a financial office with Philip Chandler, before joining Chapman and Cardwell. Dana is a lifelong Plymoutheon and has two grown children and a Yorkie named “Charlie.”
Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Chapman & Cardwell Capital Management is not a registered broker/dealer, nor is it affiliated with Raymond James Financial Services.
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