Dana Pierce

Dana Pierce

CFP®, AAMS®

Dana Pierce is a Financial Consultant and Director of Financial Planning with Consilium Associates.

In her service to clients, Dana weaves over 18 years of experience into the counsel she shares with individuals and families.  With a background that includes estate, retirement, and insurance planning, as well as investment management, she is equipped to effectively walk clients through Consilium’s comprehensive financial planning process.  This aids clients in gaining confidence that their financial solutions are uniquely fitted to their lives.

Prior to joining Consilium Associates, Dana was a founding member of ClearBridge Wealth Management and served as a Wealth Management Associate for 11 years.  During her career she has advanced her education and specialization through several initiatives, earning the industry standard Certified Financial Plannertm professional designation and holding Series 7, 63, and 65 registrations, as well as Georgia Insurance and Variable Products licenses.  She also completed the College for Financial Planning Accredited Asset Management Specialist (SM) program.  Before beginning her career, Dana graduated magna cum laude from Mercer University’s Stetson School of Business with a Bachelors of Business Administration in Finance and with minor studies in accounting.

Dana and her husband, Brandon, live in Marietta, Georgia with their three children.  The family enjoys hunting, fishing, and playing sports together.

Phone (678) 647-8040
Fax (678) 935-3990