--- title: Dana Kenney - WealthVisory description: Dana Kenney Dana KenneyClient Service Specialistdana@wealthvisory.com817-202-8685Dana provides administrative support --- [![WealthVisory_logo_color](https://wealthvisory.com/hubfs/WealthVisory_logo_color.png)](https://wealthvisory.com/?hsLang=en) - About - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [Meet Our Team](https://wealthvisory.com/team) - [SmartMethod](https://wealthvisory.com/smart-method) - Investment Strategies - [SmartGrowth](https://wealthvisory.com/smartgrowth-strategy) - [ExxonMobil](https://wealthvisory.com/exxonmobil-employees) - Expertise - [ExxonMobil Employees](https://wealthvisory.com/exxonmobil-employees) - [401(k) Services](https://wealthvisory.com/401k-services) - [Resources from our Desk](https://wealthvisory.com/resources-from-our-desk) - [Contact](https://wealthvisory.com/contact) - [Client Login](https://www.wellsfargoclearingservicesllc.com/sac/prospera/index.htm) - [eMoney](https://wealth.emaplan.com/ema/SignIn?ema%2Fprospera%2Fassetcapital) - [Premier Client Portal](https://login.bdreporting.com/Auth/SignIn) # Dana Kenney ![dana-kenney-wealthvisory-400x401](https://wealthvisory.com/hubfs/Wealth_Visory/Images/dana-kenney-wealthvisory-400x401.jpg) ### **Dana Kenney** **Client Service Specialist** [dana@wealthvisory.com](mailto:dana@wealthvisory.com) [817-202-8685](tel:817-202-8685) Dana provides administrative support to our team at WealthVisory. She can assist with account issues such as new account establishment & maintenance, IRA distributions, and moving money between accounts. She has worked in the financial industry since 1989 and brings a wealth of knowledge to us and the Prospera network. Prior to becoming a sales assistant, she worked on the business development team for Prospera. She strives to provide excellent customer service to all WealthVisory clients. Dana lives in Joshua, Texas with her husband of thirty years, Michael, and son, Brayden. In her spare time she enjoys traveling, skiing, and swimming. ## Let’s talk to find out how we can help you reach **financial freedom.** #### About Us Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence. #### Our Office 7110 Pecan Street, Frisco, TX 75034 **E:** [support@wealthvisory.com](mailto:support@wealthvisory.com) **P:** [800-231-6276](tel:8002316276) #### Learn More - [Meet Our Team](https://wealthvisory.com/team) - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [SmartMethod](https://wealthvisory.com/smart-method) #### Follow - - [![bc_logo_large-300x80](https://wealthvisory.com/hubfs/Wealth_Visory/Images/bc_logo_large-300x80.png)](https://brokercheck.finra.org/) Securities and advisory services offered through Prospera Financial Services, Inc. | Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/) \*WealthVisory does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. [Click here](https://www.prosperafinancial.com/disclosures/) to view the Form CRS. [Click here](https://www.wealthvisory.com/privacy-policy?hsLang=en) to view our privacy policy. © 2025 WealthVisory All rights reserved. ![](https://px.ads.linkedin.com/collect/?pid=8154620&fmt=gif)