Dana Irvin

First Vice President - Financial Advisor, Portfolio Director

Dana began her career at RBC Wealth Management in 1996 after working at a
mutual fund company for two years. She graduated from Miami University with
a Bachelor of Science degree in business.
With her long, tenured career, Dana demonstrates a rare combination of
experience and long-term continuity with the clients she serves. She aims to
provide quality guidance at all phases of wealth planning.
In her free time, Dana enjoys spending time with her family, reading,
and traveling.

Dana has been recognized as an AdvisorHub Advisor to Watch in 2026.

<p>The 2026 AdvisorHub "Advisors to Watch" award was announced June 2026. Data as of 12/31/2024 and 12/31/2025 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue and team size. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor's future performance.</p>

Sorry we couldn't submit this form at this time. Please try again later.

Let's start the conversation

Thank you!
Thank you for providing the requested information.

Please fill in all the mandatory fields. To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this form.

First name is a required field.