Affinity Wealth Partners is pleased to announce Dana Havens, Senior Financial Advisor, RJFS, Managing Partner, was named to the Forbes list of Top Women Advisors, Best-in-State. The list, which recognizes leading women advisors from national, regional and independent firms, was released online on February 8th, 2024.
With over two decades of experience in the financial services industry, Dana brings valuable knowledge and insight to the Affinity team and its clients. 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.
“At the end of the day, we want to help women get involved and feel engaged with their financial security,” said Dana Havens. “It’s important to help them feel encouraged, empowered and welcome. For women, money serves to finance the life they aspire to lead, with a heightened focus on achieving real-life goals rather than simply outperforming benchmarks. It’s an honor to receive this award, which reflects the hard work we do at Affinity Wealth Partners on behalf of our clients.”
Forbes' top advisor rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone.
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records,
industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds.
This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Affinity Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.