Dana E. Morgan

Current Employers

Employment History

• 02/2026 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 02/2026 → Present
  Gentry Wealth Management
  Tyler, TX
• 10/2025 → 02/2026
  Gentry Wealth Management
  Tyler, TX
• 11/2021 → 12/2022
  Frank Campos & Associates
  Palestine, TX
• 07/2018 → 10/2021
  Slocum Independent School District
  Elkhart, TX
• 09/2016 → 07/2018
  Noches Independent School District
  Noches, TX
• 01/2015 → 03/2017
  Frank Campos & Associates
  Palestine, TX
• 06/2022 → Present
  School Finance Solutions
  Palestine, TX

Other Businesses

1)Gentry Wealth Management-4297 Kinsey Drive, Tyler, TX ; Investment related; Securities & insurance sales & svcs; Financial Advisor; Start date 2/2026; 160 hrs/mnth; 140 hrs/mnth during trading. 2) School Finance Solutions-123 Medical Drive, Palestine, TX 75801; Noninvestment related; Provide school districts advice on budgeting, grants, general accounting & reconciliation projects; Consultant; Start date 6/2022; 48 hrs/mnth; 32 hrs/mnth during trading. 3) Henderson County Aggie Mom's Club-PO Box 1855, Athens, TX 75751; Noninvestment related; Treasurer for local chapter of Texas A&M Mother's Club; Treasurer; Start date 2/2025; 2 hrs/mnth; 0 hrs/mnth during trading. 4) Living Alternatives of Palestine-101 West Crawford St., Palestine, TX 75801; Noninvestment related; Act as a Treasurer for a pregnancy resource center; Board Member/Treasurer/Start date 8/2024; 2 hrs/mnth; 0 hrs/mnth during trading.

Exams

• S66 Uniform Combined State Law Examination
  2026-04-13

Other Names

• Dana Elaine Morgan