Dana Rowen is a Senior Vice President of Claro Advisors, LLC. Dana serves as a Wealth Advisor at Claro, where he guides his clients through a comprehensive financial planning process that includes net worth and cash flow calculations, as well retirement, education, insurance, and estate planning.
Dana believes that quality service and personalized attention are the hallmarks of his practice, and as such he attempts to treat each and every client as if they were his only client. As opposed to a sales-oriented professional, Dana prides himself on being a service-oriented professional who enjoys regular meetings with clients to review financial plans and investment performance.
Prior to joining Claro, Dana spent eight years as a Financial Advisor at Morgan Stanley in Wellesley, as well as two years at Eaton Vance in the marketing department. Dana received a BS in Business Management from Babson College and has previously passed several securities industry exams including the FINRA Series 7, 24, and 66 and the MA Life and Health Insurance Producer Exam.
Dana resides in Norwood, MA with his wife, Kerri and 2 sons, Mikey and Gabe. He is an Officer at his Masonic Lodge and enjoys fishing and backpacking in his free time.