LEAD RELATIONSHIP MANAGER
If you have spent any time around the Vector team, you know that Dana Jones has always run the show. As a Lead Relationship Manager, she primarily works with recent referrals and new clients as they are making the transition to working with our firm. Whether you are communicating with former employers to request a rollover or coordinating follow up for your financial plan with your attorney or CPA, Dana will liaise and facilitate appointments with the advisor team to provide you with the highest quality of customer service you expect and deserve. As a former caregiver for her mother and father, Dana understands the struggle that many retirees face as they become caregivers for their own aging parents. She is an invaluable resource when this inevitable fact of life comes to bear. With almost 20 years of experience in her role, she is also a key leader in developing the rest of the support staff and interns as they learn to provide you with the level of service that Vector is famous for.
Dana was born and raised in Morgan County, where she completed her AAS in quality control technology in 2001. In the past, she has volunteered with AMBUCS, an organization that provides physical therapy to individuals with handicaps and wounded veterans. Presently, she is serving on the board for United Way of Lawrence County. Outside of work, she enjoys painting, and do-it-yourself projects such as refurbishing old furniture into new.