Michael Dana Advisor Headshot image

Michael J. DanaMichael J. Dana
Senior Client Associate

"I oversee the team’s account opening and account transfer services, as well as provide statement and online service support."

About Michael

Michael Dana is a Senior Client Associate at J.P. Morgan Wealth Management.

A longtime member of Gilman Private Wealth with 25 years of industry experience, Michael works diligently within the team's Asset Servicing division.

Michael oversees the team's account opening and account transfer services, and provides statement and online service support. He orchestrates critical customer service functions. Furthermore, he assists clients with bill pay, checking and debit card functions, and helps coordinate cash flow management. Michael aids the team's individual and business clients in establishing accounts to help meet their retirement needs. He delivers one-on-one access to banking and lending services.

A graduate of Cortland State University, Michael earned a B.S. and was deeply involved in athletic pursuits. He was a member of the Sports Management Club and served as the Game Day Administrator for both the men's hockey and women's softball teams.

Michael resides in Parsippany, New Jersey, with his wife, Samantha and their children, Ashley and Christopher. Among his many interests, he enjoys fishing and a seemingly endless cycle of home improvement projects. He is a passionate New York Jets devotee.

Insights

Select this article to learn more about our latest insights
Family Legacy

Selecting the right assets to give to charity

December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
Retirement

How to manage financial goals during retirement

December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Select this article to learn more about our latest insights
Wealth Planning

Providing for your loved ones during your lifetime

December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.