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Dana Fenili
Financial Advisor
Managing Director - Investments
Email Address
Dana.Fenili@wellsfargo.comPhone Number
(920) 328-0012Dana is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Her extensive experience – throughout major shifts in the markets – enables her to help her clients structure balanced portfolios.
Dana joined Wells Fargo Advisors in March of 2017. She has been in the financial industry for over 30 years, beginning her career at J.P. Morgan Chase as a Private Client Advisor. Dana earned her Bachelor of Business degree from the University of Wisconsin Milwaukee.
Dana has been named as a Wells Fargo Advisors Platinum Council from 2021 to 20251. She was named a Forbes Best-In-State Wealth Advisors in 2024, 2025 & 2026. Forbes Top Women Wealth Advisors Best-in-State in 2024, 2025 & 2026. And was part of the team named Forbes Best-In-State Wealth Management Teams in 2026. Throughout her career, Dana has built a reputation as a committed and compassionate advisor who strives to put clients first and values the opportunity to build lasting relationships with clients and their families.
Dana lives in Appleton with her husband Bill, their two children Jack and Julia and dogs Leo & Charlie. In the summer months they enjoy spending time on the water at their family lake home in Kiel. They love to travel, including many Caribbean destinations and Europe. She also enjoys photography, golf and gardening in her spare time.
In addition to taking part in many Chamber events, Dana has been involved in numerous children’s programs throughout the community. She has participated in the Lunch Buddies program with Big Brothers Big Sisters, has taught in the children’s ministry at First Congregational UCC in Appleton and was an active volunteer in the Kimberly School District. She is also a supporter of the United Way, Fox Valley Performing Arts Center, CASA of Green Bay, Habitat for Humanity, Power of 100 Fox Cities and Allouez Optimist Club.
CA Insurance License Number: 0M87000. Resident State WI
The 2021-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2026 Forbes Best-In-State Wealth Management Team: Awarded January 2026; Data Compiled By Shook Research LLC Based On Time Period From 3/31/24-3/31/25 (Source: Forbes.com).
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Review award disclosures
2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com).2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com).2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). Review award disclosures
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