Dana Richmond brings a strategic mindset and a creative spirit to her work, delivering tailored financial solutions that are as personal as they are effective. With a deep belief that finance is personal—even for business owners—Dana creates an environment rooted in trust and open communication. She takes the time to listen, understand, and design strategies that reflect each client’s unique goals.
Dana is licensed in Florida and holds Series 7 and Series 66 registrations. She offers a wide array of clear, easy-to-understand financial strategies and enjoys collaborating with clients’ tax and legal advisors to ensure every plan is well-rounded and comprehensive. One of Dana’s passions is educating and empowering women entrepreneurs, helping them feel confident and in control of their financial futures.
As an active member of the Central Florida Collaborative Divorce group, Dana plays a vital role in helping individuals and families navigate financial transitions with clarity and compassion. Through this work, she partners with attorneys, mental health professionals, and other specialists to provide clients with a respectful, teambased approach to divorce. Dana’s goal is to reduce conflict and support long-term financial stability for all parties involved, especially when children or closely held businesses are part of the equation.
In addition to her financial work, Dana serves as a Director of the Winter Park Lifelong Learning Foundation, a nonprofit dedicated to providing accessible, relevant education to modern learners. Through her leadership, the Foundation supports scholarship funding for Valencia College students, merging her dedication to education with her commitment to community impact.
Before entering the financial field, Dana spent over a decade with Hyatt Hotels Corporation, most recently in Global Sales in Washington, D.C. Her role focused on building long-term client relationships and driving multimillion-dollar revenue growth. Her time with Hyatt took her across the country—from Maui to Atlanta, San Diego to Scottsdale—working with clients across a range of industries and honing her strengths in strategic relationship-building and creative problem-solving.
Orlando Office | 321.304.4000