Dana Park
Advisor at First Family Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Family Wealth
Location
Murfreesboro, TN 37129
Credentials
Series 65
Industry experience
< 1 year
About
Dana Park is a financial advisor with First Family Wealth in Murfreesboro, TN. Dana holds a Series 65 credential and has prior experience at AFlac, Bell Law Settlement Services, Foundation Title & Escrow Services LLC, and Title Associates of Knoxville, LLC. Dana has been with First Family Wealth since 2024. First Family Wealth is a state-registered investment adviser formed in 2025 that provides investment management and financial planning services. The firm offers portfolio supervision, project-based and ongoing financial planning, and retirement-plan consulting that includes employee benefits and Medicare guidance, and it applies diversified strategies including Modern Portfolio Theory along with fundamental, technical, and cyclical analysis.
Client services
Based on First Family Wealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on First Family Wealth
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
$0 - $1,000,000: 1.35% $1,000,000+: 1.00%
Ongoing financial planning: $500 per month after $2,500 upfront fee.
Location
1500 Medical Center Parkway, Suite 3
Murfreesboro, TN 37129
Most active in
Dana P has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
First Family Wealth
2024 - Present (2 years)
AFlac
2022 - 2024 (2 years)
Unemployed
2022 - 2022 (1 year)
Bell Law Settlement Services
2021 - 2021 (1 year)
Foundation Title & Escrow Services LLC
2017 - 2021 (4 years)
Unemployed
2017 - 2017 (1 year)
Title Associates of Knoxville, LLC
2012 - 2017 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Jonathan G
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Blake C
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William M
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