Dana Watkins serves business owners as the master architect in helping her clients develop vision, create alignment, and nurture high-value sales transactions towards successful completion.   She has spent over 17 years of experience in a wide variety of financial executive positions ranging from VP of Retail and Small Business Banking, Director/VP of Business Development for buy-side M&A, and fully licensed Wealth and Investment Advisor specializing in exit strategies for small to medium business.  Dana graduated Magna cum Laude with a Bachelor’s in Economics from the University of Central Florida.

“Helping people has always been my passion.  I chose to work in the financial arena 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 more opportunities, and I wanted to use my knowledge to help others.  I’ve built my reputation on always keeping others’ best interests at the center of everything I do. 

Business owners frequently spend decades pouring their time, money, blood, sweat, and tears into their companies, clients, and employees.  It’s my mission to ensure that entrepreneurs receive the engaged, experienced representation, the strategic fit, and the valuation they deserve when they’re ready to sell.  Align is the perfect fit for me because this company and I genuinely share the same passions and values. There is nothing better than watching my clients attain their dreams.  My job is to find out what your dreams are, and then help you achieve them through education, organization, and sound financial advice.”