Dana Current

Background

About Dana Current

Dana is a graduate of Bryant University in Smithfield, Rhode Island with a degree in Business Management. Originally from Westport, CT, Dana began his career with Merrill Lynch Wealth Management in 1987 and relocated to Ponte Vedra Beach, Florida 1989 to join the Jacksonville Florida office of Merrill. In 1990, Dana and his business partner Steve Sherman, established the Current/Sherman Group at Merrill to provide the highest level of Wealth Management service and advice to clients. Dana has substantial experience assisting with complex investment, retirement and estate planning issues working closely with estate planning advisors and is frequently asked to speak on these topics. Dana has earned the designation of Certified Private Wealth Advisor (CPWA®), as well as his Chartered Retirement Planning Counselor™, CRPC™ designation. He has been asked by the firm to be a mentor for rising financial advisors and has been part of the firm's executive coaching program since the mid 1990s. Dana has been active in many civic and charitable organizations including the HEAL! Autism Foundation. He is a past board member of Discovery Montessori School as well as a past member of the Rotary Club of Jacksonville and the Metropolitan Lions Club. Dana and his wife Jane have two adult children and are active members of Christ Episcopal Church and have been residents of Ponte Vedra Beach, Florida since 1989.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.