Dana Wilson

Administrative Assistant to Operations

Dana Wilson is the Client Ambassador and Administrative Assistant for Operations. With a background in communication studies and administrative work experience, Dana helps maintain the professional and welcoming atmosphere of the IFG office by meeting the general needs of clients, advisors, and staff.

Dana is an arts enthusiast who enjoys attending concerts, museums and watching foreign films. Her love for food also inspires her to travel and explore various cultural dishes with friends and family.

AREAS OF EXPERTISE

  • Warmly greeting clients and guests
  • Updating and Maintaining Personnel Databases
  • Operating as a liaison with service vendors for office upkeeping
  • Serving as a resource for each department

EDUCATION/CERTIFICATION

  • BM. Violin Performance, Minor in Communication Studies, Andrews University

Dana Wilson

Administrative Assistant to Operations

Dana Wilson is the Client Ambassador and Administrative Assistant for Operations. With a background in communication studies and administrative work experience, Dana helps maintain the professional and welcoming atmosphere of the IFG office by meeting the general needs of clients, advisors, and staff.

Dana is an arts enthusiast who enjoys attending concerts, museums and watching foreign films. Her love for food also inspires her to travel and explore various cultural dishes with friends and family.

AREAS OF EXPERTISE

  • Warmly greeting clients and guests
  • Updating and Maintaining Personnel Databases
  • Operating as a liaison with service vendors for office upkeeping
  • Serving as a resource for each department

EDUCATION/CERTIFICATION

  • BM. Violin Performance, Minor in Communication Studies, Andrews University

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TOP 25 FIRM
2004-2020

Top Ranked Workplace
2015-2021

Top 25 Firm
2004-2020

TOP RANKED WORKPLACE
2015-2021

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.