
Dayna Carlson
Senior Financial Advisor
Address
Dayna Carlson
201 S. Military Ave
Green Bay, WI 54303
Languages
English
Languages
English
About Me
Dayna is a Senior Financial Advisor with sixteen years of experience currently serving the Green Bay area. Utilizing an in-depth analysis of clients’ unique goals, Dayna provides practical action steps and recommendations to help create a more financially secure future for individuals and their families.
Prior to joining the BMO Harris Financial Advisors team, Dayna worked as a financial advisor for Morgan Stanley and JPMorgan Chase. Dayna received her Bachelor of Science in business administration from Central Michigan University. She holds a series 7 and 66 securities license, along with her life and health insurance licenses.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management