Dana Nguyen Senior Financial Advisor Assistant

Dana Nguyen has worked alongside David and Tina since 1998 and is licensed as an investment representative. Dana looks over all aspects of portfolio administration and her ability to build long-term relationships by providing exceptional service is something all of David’s clients can attest to. Dana is responsible for all day-to-day administrative functions of the team and is available for any administrative questions regarding your account. Dana is passionate about her relationships with clients and enjoys learning all about their lives and milestones. Dana is an active volunteer at school, The Feed the Hungry program and volunteers year round for the Raymond James Canada Foundation. Dana and her husband have two sons and they enjoy travelling and finding new adventures.

Raymond James is not affiliated with the above organizations and/or charitable causes.