Dana Dodak

Dana is a registered client service associate dedicated to ensuring clients receive quality service and personalized support. She works closely with advisors to help handle client relationships, prepare documentation and ensure every detail of the financial process runs smoothly.

Known for her positive attitude and dedication, Dana brings warmth and professionalism to every interaction. She believes that exceptional service begins with genuine care, helping clients feel confident, valued and understood at every step of their financial journey.

Dana began her career with Raymond James in 2023, serving clients in the Fenton, Michigan, branch before joining her current team. She holds the SIE, Series 7 and Series 66 licenses and earned two associate degrees, one in applied science with a focus in kinesiology from Lansing Community College and another in physical therapist assisting from Kellogg Community College.

Clients and colleagues appreciate her energy, reliability and relationship-driven approach. She takes pride in being proactive and organized, always going the extra mile to make each client interaction meaningful and efficient.

Originally from Bay City, Michigan, Dana lives in St. Petersburg, Florida, with her husband, Kyler. Outside the office, she enjoys biking, kayaking, camping and spending time with family and friends. She also supports the National Multiple Sclerosis Society. Her brother lives with MS, so it’s a cause close to her heart.