Whitney W. Dana

Financial Services Representative

Thompson Financial Group
6302 Fairview Road, Suite 500
Charlotte, NC 28210

Phone: (704)714-3139
Fax: (704)366-6900
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

Whitney Dana has been a financial representative with New England Financial since 2006, beginning her career in New York, NY.  She is a native Charlottean, and inherited an interest in finance from her father, who has been with New England Financial since 1977 in Charlotte.  Whitney attended Mary Baldwin College in Staunton, Virginia on an academic scholarship and graduated in 2006 with a B.A. in Marketing and Communication.  Her business philosophy is to educate her clients on their choices for their financial future, and focus on the importance of their family's well-being. 

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS/ORGANIZATIONS 

  • Licensed to sell Life & Health Insurance in NC, SC, ME, TX, MI, WA, OR, FL
  • Registered to offer securities products in FL, ME, NC, SC, TX
  • Super-Starter Award in December 2007
  • Board Member of Starlight Society of the Levine Children’s Hospital

New England Financial is the registered mark for New England Life Insurance Company (NELICO, Boston, MA02116).  Securities offered through New England Securities (NES)(member of FINRA/SIPC). NELICO & NES are affiliates.