Dana B. Croswhite,CFA,CIC
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Dana B. Croswhite, CFA,CIC, is recognized by Continental Who’s Who among Pinnacle Professionals in the field of Finance as a result of her role as Senior Vice President, Investment Counselor with King Investment Advisors, Inc. Founded in 1981, King Investment Advisors offers an array of investment advisory services such as stock and bond accounts, wealth management services, third party money manager selection, mutual fund asset allocation portfolios and more.
A seasoned financial professional with nearly thirty years of experience under her belt, Dana specializes in investment counseling and wealth management strategies. She is on the Board of Trustees for Heartspring Methodist Foundation, and is the Secretary and Chair of the Investment Committee. In addition, Dana holds certifications as a Chartered Financial Analyst and a Chartered Investment Counselor.
Furthermore, she maintains affiliation with Klein United Methodist Church, CFA Society of Houston, National Charity League, and the National Association of Professional Women, where she was recognized as an NAPW VIP Woman of The Year. Outside of the office, she spends time with her husband and two daughters and enjoys reading, traveling, and skiing. Throughout the course of her education and training, Dana graduated from Southern Methodist University with a Bachelor of Business Administration degree. For more information, please visit www.kingadvisors.com