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Dana L. Crosby, CFA, a financial advisor and portfolio manager from San Jose, California, will be joining Stein Whittington Deniel. Dana is an 18-year veteran of the financial services industry and has broad experience serving high-net-worth clients and investment advisors.  We look forward to introducing Dana to everyone over the next few months.

 SWD Investments has relocated

Our new address:

44600 Village Court
Suite 100
Palm Desert, CA 92260

Phone numbers will remain the same.