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.
In 2022, Dana was named to the Forbes’ Best-In-State Wealth Advisors list, ranking #18 in Houston.
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).
Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.