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Superior Financial Service That’s Second to None

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Going Above & Beyond

The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none. 

 

By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges. 

 

You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life. 

Meet the Team

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Dana L. Havens

Senior Financial Advisor, RJFS,

Managing Partner, Affinity Wealth Partners

 

With over two decades of experience in the financial services industry, Dana brings valuable knowledge and insight to the Affinity team. She oversees all operations for the office to ensure they produce the desired results and are consistent with the team’s overall strategy and mission.  In addition, she plays an integral role in proposing and implementing new investment strategies for our clients. Dedicated and hardworking, Dana works closely with clients to help them clarify and strategically pursue their goals, and loves having the opportunity to make a positive difference in their lives with personal financial guidance.

Dana was a forming member of our team in 1994 at A.G. Edwards and, later, helped to open the first Morgan Stanley office in Springfield in 2000. In 2005, she joined Merrill Lynch as a senior financial advisor, and in 2017 affiliated with Raymond James alongside other members of the Affinity Team. Dana earned a bachelor’s degree in business administration and economics from Drury University.

Dana was previously a board member for the American Diabetes Association and currently enjoys serving on the Breast Cancer Foundation of the Ozarks Board of Directors.  In her spare time, she enjoys golfing, cheering on the St. Louis Cardinals, and traveling. Originally from Springfield, Dana and her husband, Richard, live in Fremont Hills.

 

Raymond James is not affiliated with the entities mentioned.

 
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– Nicholas Sparks

“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”