Broker Check
Jamie A. Danna, CFP®, MBA

Jamie A. Danna, CFP®, MBA

Chief Operating Officer

Jamie A. Danna is Chief Operating Officer of Beratung Advisors.  Jamie is passionate about working with clients and educating them on financial topics.  Jamie is a proud veteran of the U.S. Army where she served two tours in Iraq as a Finance Officer.  Jamie joined Waddell & Reed in 2010 as a Financial Advisor and merged her practice with Beratung Advisors in 2019. 

Jamie focuses in the following financial planning areas:

Personal Financial Planning

  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Budgeting and Debt Management
  • Insurance Planning
  • Estate Planning

Small Business Planning

  • Business Succession Planning
  • Business Retirement Planning
  • Business Insurance Planning

 

Jamie holds a BSBA in Economics from Xavier University and a MBA with a concentration in Finance and Accounting from Regis University.  Jamie is also a CERTIFIED FINANCIAL PLANNER™ professional.

Jamie lives in Franklin Park with her husband, Jim.  Jamie is an avid gardener and enjoys cooking with her husband.  Jamie also enjoys running, yoga, being outdoors, traveling, and reading.  After spending many years living abroad, Jamie is happy to be back in Pittsburgh living near her family and friends.

 

Waddell & Reed, Inc. is not affiliated with any other entities referenced herein.  06/19