Dana C. Benson joined Waverly Advisors in September of 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC. As a Senior Client Service Associate at Waverly, Dana brings over twenty-five years of experience and a commitment to providing exceptional customer service. Her goal is to shepherd clients administratively through life’s changes, so they are free to focus on what matters most. From day one you are considered family. She works tirelessly coordinating with advisors, CPAs, Attorneys, and a variety of custodians on your behalf. By handling the financial and Investment minutiae, you’re ensured the freedom to handle life’s ups and downs. She will navigate everything from new accounts, 529s, day-to-day account maintenance, wealth transfer, complex account openings, cost basis, estate administration or money requests on your behalf.
As a retired Navy Chief’s spouse, she enjoys civilian life and cherishes the increased time with her husband, daughter, extended family, friends and “s’mores pets”-Siberian cat (Marshmallow), and two rescue dogs (Graham and [chocolate] Bear). Whether sharing a delicious meal, glass of cheer, or traveling, you will find her seeking out great conversations and gathering stories to share. Dana’s free time is filled with the Arts – Music, theater, sketching, photography, crafting, movies, and great food. Occasionally, she can be found slowing down for more quiet pursuits reading, meditating, playing bridge or viewing her favorite design and organization shows.