JAMIE DANNA
CFP ® | SENIOR VICE PRESIDENT
About
Jamie has a passion for working with clients to help them find balance between their life goals and values and how they use their finances to achieve these. She has been in the industry for over 12 years with Waddell & Reed and Beratung Advisors. She is a proud veteran of the U.S. Army where she served 2 tours in Iraq. She travelled and lived around the world with the Army and is thrilled to be back in her hometown of Pittsburgh, PA with her family.
Contact Jamie
• BSBA Xavier University – Major in Economics
• MBA Regis University – Concentration in Finance & Accounting
• Certified Financial Planner Designation and Masters Certificate –Duquesne University
• Currently Enrolled Behavioral Finance and Financial Psychology Masters Certificate Program – Creighton University
Jamie finds joy in the balance of life – for her that includes time for spirituality, spending time in nature being active, exercising, eating healthy, meditating, and spending time with loved ones.
Jamie loves to travel, to be outdoors and learn new things. She enjoys skiing, hiking, trail running, yoga, camping, paddleboarding, kayaking and learning new adventurous things.
