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

Wealth Planning

Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill

December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
Markets and Economy

3 reasons we now favor the health care sector

December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Business Planning

Incentive stock options and the AMT

December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.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.