ALAN DANA, CFP®

First Vice President - Branch Manager

Address: 8 BOOTH DRIVE, PLATTSBURGH, NY 12901
Phone: 518-561-7106 | 877-918-3800    Fax: 518-563-4760

My Background

My Experience

  • 1997 - Present: Wells Fargo Advisors
  • 1995 - 1997: Josephthal & Company

My Education & Credentials

  • Master's Degree - Harvard University
  • Bachelor's Degree - State University of New York at Geneseo

My Community Involvement

  • Shipman Youth Center
  • Sons of The American Revolution
  • Wounded Warriors Family Support project
  • Army Navy Club - Washington, DC
Securities Registered in the following states: AL, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, NC, NM, NY, OK, PA, TX, UT, VA, VT, WA, WV
Insurance licensed in the following states: DC, MD, NY, VA
ALAN DANA: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New York: PLATTSBURGH Branch