Dana Current is a Senior Vice-President and Wealth Management Advisor in the Merrill Lynch North Florida Complex headquarters in Jacksonville, Florida. He is also a Chartered Retirement Planning Counselor and a Certified Financial Manager. Dana graduated from Bryant University in Smithfield, Rhode Island with a degree in Business Management and a concentration in Economics. Dana started his career with Merrill Lynch in 1987 and his team, the Current/Sherman Group, has been providing wealth management solutions since 1990. Presently, the Current/Sherman Group is responsible for managing more than $650 million of client investment assets. Dana is a member of the firm’s Circle of Excellence, has been a member of the Advisory Council to Management and has held other management positions throughout his 25 year career with the firm.
Dana is active in many civic and charitable organizations including being a committee chair for the Rotary Club of Jacksonville International Youth Exchange program, a board member of HEAL! for autism, a past board member of Discovery Montessori School and a past president of the Metropolitan Lion’s Club. Dana is also a volunteer youth coach for the YMCA and the Ponte Vedra Junior Developmental Football program. He is an avid downhill skier, surfer and enjoys spending time with his family. Dana, his wife Jane and their children, Emily and Charlie, are active members of Christ Episcopal Church and have been residents of Ponte Vedra Beach, Florida since 1989.Back To Board Members Page