Dana Hatfield joined the Weatherly team in 2023 to enhance client experience through seamless administrative support and strategic communications. Her focus areas at the firm are providing a best-in-class client experience, schedule management, marketing support, PR & event coordination, and maintaining internal efficiency.
Dana’s extensive background and skill set elevate Weatherly’s initiatives in client experience and marketing. Before joining Weatherly, Dana’s experience includes being an Executive Assistant at a San Diego-based RIA and a Client Service Coordinator at a brokerage firm. Prior to her transition to the financial services industry, Dana built her career foundation in advertising and publishing.
Outside of work, Dana can be found spending time with her husband, family, and friends. She enjoys traveling to Santa Barbara, her home away from home, and traveling back east to see family. In her free time, she enjoys taking long walks, working out and checking out the latest restaurants.
Radford University, B.S. (Interdisciplinary Studies), Virginia
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