Dana Havens Named to Forbes’ List of Top Women Advisors, Best-in-State

Affinity Wealth Partners is pleased to announce Dana Havens, Senior Financial Advisor, RJFS, Managing Partner, was again named to the Forbes list of Top Women Advisors, Best-in-State. This prestigious list, which recognizes leading women advisors from national, regional and independent firms, was recently announced online.

With over three decades of experience in the financial services industry, Dana brings valuable knowledge and insight to the Affinity team and its clients. Dana works closely with clients to help them clarify and strategically pursue their goals, and loves making a positive difference in their lives through personal financial guidance.

"I'm honored to be recognized as one of Forbes' Top Women in State Advisors again this year,” said Dana Havens. “According to McKinsey, women are set to control 67% of the nation's wealth by 2030, and I remain deeply committed to guiding them through their unique challenges of retirement planning. My passion lies in empowering women with the financial confidence and strategies they need to plan for their future and make the most of their wealth."

Forbes' top advisor rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone.

To learn more about Dana and the team at Affinity Wealth Partners, please call 417.520.3275.

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The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.

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