Dana Wilson
CHIP (Changing How Individuals Prosper)
Dana L. Wilson graduated from North Carolina Central University, where she received her Bachelors of Business Administration (BBA) and has over a decade of investment management, insurance, and financial planning experience. Dana is the CEO | Founder of CHIP (Changing How Individuals Prosper), which is a digital platform connecting individuals to financial professionals of color.
She is also an Independent Investment Advisor at Manhattan Wealth Management, located in New York City. She has held various investment advisory roles, which also included hybrid investment planning and financial management positions.
Dana's has had experience at firms, such as Merrill Lynch, State Farm, SunTrust Bank, SunTrust Investment Services, a boutique firm on Wall St, and most recently ran her own independent advisory practice, Active Financial Planning before joining Manhattan Wealth.
