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Dana G

Series 66

Tyler, TX

Commonwealth Financial Network

Dana Gesford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. Prior to joining Commonwealth in 2024, Gesford worked at Edward Jones for six years and at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined six years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while enabling advisors to offer advice under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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