About Dana Elwell
Dana began her career at Morgan Stanley in 2005 and has since established herself as a dedicated advisor to high-net-worth individuals, multigenerational families, and family offices. With a focus on building comprehensive and highly customized wealth management strategies, she guides clients through the complexities of financial planning, investment management, and intergenerational wealth transfer. Her practice is rooted in a disciplined approach to both quantitative and qualitative investment research, with an emphasis on aligning clients’ financial plans and portfolios to their long-term objectives and life goals.
As a Family Wealth Director, a designation awarded to a select group of Morgan Stanley’s premier wealth management professionals, Dana is committed to delivering an objective and elevated advisory experience, leveraging the breadth of resources and intellectual capital which Morgan Stanley’s industry leading platform provides. She focuses on helping affluent families navigate the intergenerational dimensions of wealth, including goal-based financial planning, risk management, tax-efficient investment strategies and philanthropic and legacy planning.
Dana holds a Bachelor of Science in Finance with a Certified Financial Planning emphasis and a Minor in Accounting from the University of Idaho. She is also a Certified Financial Planner™ (CFP®), a credential that underscores her commitment to the highest standards of financial planning excellence.
Recognized for her leadership and expertise in the industry, Dana has been honored by Forbes as one of the Top Women Wealth Advisors Best-In-State (2023) and America’s Top Next-Gen Wealth Advisors (2019, 2022). These accolades reflect her consistent dedication to client service, innovation, and ethical standards in wealth management.
Dana is a former NCAA Division 1 collegiate athlete who remains passionate about soccer. She enjoys travel, hiking, and spending quality time with her family.
Dana Elwell was awarded Forbes America’s Top Women Wealth Advisors Best-in-State
2023, 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2023, 2025) Data compiled by SHOOK Research LLC based on a 12 month time period concluding in September in the year prior to award.
Dana Elwell was awarded Forbes America’s Top Next-Gen Wealth Advisors
2022, 2025 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Dana Elwell was awarded Forbes America’s Top Next-Gen Wealth Advisors Best-in-State
2019, 2022, 2025 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2022, 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
The Braun Elwell Group was awarded Barron's Top 250 Private Wealth Management Teams
2021, 2022, 2023, 2024, 2025 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams, Barron's Top 100 Private Wealth Management Teams)
Source: Barrons.com (Awarded April 2021, 2022, 2023, 2024, 2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: AK, AZ, CA, DC, FL, GA, HI, ID, IL, KS, LA, MA, MT, NC, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268439
Securities Agent: CO, WY, OR, OH, NJ, MN, MI, MA, FL, WA, UT, AK, TN, NV, HI, PA, MT, CT, VT, NM, NC, CA, DE, SC, LA, IL, DC, GA, VA, ID, AZ, MD, WI, TX, NY, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268439