Dana Havens Named to Forbes’ List of Top Women Advisors, Best-in-State

Affinity Wealth Partners is proud to announce that Dana Havens, Senior Financial Advisor, RJFS, and Managing Partner, has been named to the Forbes Top Women Advisors, Best-in-State list for the third consecutive year. This prestigious recognition highlights leading women advisors from national, regional, and independent firms across the country.

With more than three decades of experience in the financial services industry, Dana brings deep expertise and a thoughtful, client-centered approach to every relationship. She works closely with individuals and families to help them gain clarity around their financial goals and build strategies designed to support the life they envision.

“I’m truly honored to be recognized again,” said Dana Havens. “What means the most to me is the trust our clients place in us during some of life’s most important moments. I’m especially passionate about helping women feel confident, informed, and in control of their financial future so they can move forward with clarity and purpose.”

The Forbes Top Women Advisors rankings, developed by SHOOK Research, are based on a rigorous methodology that emphasizes qualitative factors, including in-depth interviews conducted in person, virtually, and by telephone, along with a focus on best practices and client service.

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The Forbes ranking of Best-In-State 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 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. 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. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.

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