Dana Greene III
Dana Greene is a Financial Advisor with five years of experience in the finance industry. In 2024, he shifted into an investment-focused role, where he works closely with clients to build smart, long-term strategies aligned with their goals and life plans.
A Buffalo State University graduate, Dana holds FINRA Series 7 and Series 66 licenses, along with Life, Accident & Health insurance licenses. He brings a well-rounded background in financial planning and investment guidance, helping individuals and families make confident, informed decisions about their future.
Based in Buffalo, Dana supports Pinnacle’s growing presence across Western New York. Known for his clear communication, thoughtful approach, and focus on long-term success, Dana is passionate about helping clients build financial strategies that last.