Edward Jones - Financial Advisor: Dana R Curtis, CFP®|ChFC®|CEPA®|ABFP®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Dana R Curtis is a Certified Financial Planner (CFP®) and financial advisor based in Amarillo, Texas. At Edward Jones, she provides personalized financial planning and investment guidance to clients in the local community. Her services include retirement planning, education savings strategies, and tax-efficient investment management. Dana focuses on helping individuals and families achieve their financial goals through face-to-face consultations.

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