Dana Watkins

Advisor

“I find that the harder I work, the luckier I get.”

Meet Dana Watkins

“Helping people has always been my passion.  I chose to work in the financial industry because money touches everything that we do, and affects the choices and the freedoms that we have in life. That’s why I put myself through college as a single mom. I wanted to use my knowledge and experience to help others.  JarredBunch is the perfect fit for me as we genuinely share the same passions and values. A solid  financial foundation is critical to ensuring you and your family live the life you want. There is nothing better than watching my clients attain their dreams. My job is to help you get there.”

Dana Watkins is an Investment Advisor Representative with 12 years of experience in the financial industry as a Vice President and Market Leader for two large banks.  She earned her Bachelor of Science degree in Economics from the University of Central Florida, graduating Magna Cum Laude.  Dana has served her community on numerous committees and leadership roles, including Omicron Delta Epsilon (International Honors Economics Society), BNI Trusted Professionals of Sarasota, Boy Scouts of America, United Way’s Ready Set Grow Fair, Safe Place for Abuse and Rape Crisis Center, and the Florida Center for Early Childhood. 

Dana grew up as a military “brat” but has resided in Florida for more than 30 years.  She fell in love with Sarasota, FL and made it her forever home over a decade ago.  Together with her husband Matt, she loves spending time with their five children traveling, cooking, going on adventures, volunteering with their church, having fun on the boat and playing at the beach.  During the quiet times, Dana is an avid reader and learner.  You can find her baking goodies with love on the weekends, while hanging out with friends and family.

Smarter, faster, whole-life personal wealth building

What’s your full financial potential?

Find out and try a comprehensive approach to your finances.

On track for retirement?

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Is your 401(k) growing?

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Want better returns?

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