About Dana Bitterly, CFP®, MBA
Dana is the head financial planner for The Shore Bitterly Group and has been a key member for over 12 years. She partners closely with clients to build personalized financial and retirement plans that reflect their goals, values, and needs. With a keen eye for detail, Dana not only develops strategies but also helps identify gaps like life insurance, long-term care, or trust planning – to help clients achieve their financial outcomes with confidence and clarity.
Dana is known for her calm, thoughtful presence and judgement-free approach. She is passionate about educating clients, particularly women, through every step of the planning and investment process. Her background includes a business degree from American University and an MBA from Monmouth University. She is also a certified yoga teacher and applies a grounded and approachable energy in her work as an advisor. She is a CERTIFIED FINANCIAL PLANNER™ and holds her Series 7 & 66 licenses.
Outside of the office, Dana loves spending time with her husband, Patrick and their son, Teddy. She enjoys traveling, baking, yoga and most of all, quality time with family.
Securities Agent: MA, CT, GA, CO, NY, NH, UT, TX, PA, ME, VA, NC, IL, FL, CA, DE, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1662616