Dana Weinstein, JD, LL.M., CPA
Designations and Licenses
Dana is a Certified Public Accountant.
Experience and Education
Dana provides comprehensive financial advisory services to high-net-worth individuals and their families to help them reach their goals. With more than 25 years in the financial planning and investment management industry, his experience includes financial and estate planning, income tax compliance, cash flow management and contingency planning.
Prior to becoming director and senior wealth advisor for Mariner Wealth Advisors, Dana was a shareholder and principal of Patriot Wealth Management, Inc. Prior to that, Dana held the position of vice president and trust officer at Kanaly Trust Company. Before joining Kanaly in 1998, he was a financial advisor with FCA Corp. Dana began his financial planning and investment career with PriceWaterhouse.
He has a bachelor’s degree in accounting from the University of Texas and a Juris Doctorate degree and LL.M. in taxation from the University of Houston.
Dana was named to the Forbes’ Best-In-State Wealth Advisors list, ranking #16 in Houston in 2023 and #18 in Houston in 2022.
Dana is a licensed attorney and CPA in Texas, a member of the State Bar of Texas and the Texas Society of Certified Public Accountants (TSCPA).
Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 through 2023 were published in April 2022 and April 2023, and were based on June 30th data, including 1- and 5-year periods.
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