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
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
FOLLOW US
IMPORTANT LINKS
SERVICES
CONTACT INFO
Integrated Financial Group 200 Ashford Center North Suite 400 Atlanta, GA 30338
TOP 25 FIRM
2003-2021
Top Ranked Workplace
2015-2022
Top 25 Firm
2003-2021
TOP RANKED WORKPLACE
2015-2022
Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. 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.