Dane Hardee

SENIOR CLIENT SERVICE ASSOCIATE

Dane works with Eric Bertz’s team in all administrative aspects of investment management and financial planning. He works directly with clients to keep information current and updates planning reports to reflect the most recent data and goals. He also assists Eric in the presentation of financial reports to clients. In doing so he helps clients understand how the data reflects on their quality-of-life goals.

Prior to working at our firm, Dane worked at State Street Bank where he worked on the institutional side of money management. He attended the University of South Carolina and graduated from Berklee College of Music with a Bachelor degree in Music.

Dane enjoys playing guitar, adding to his ever-growing vinyl record collection, watching sports, and embarking on adventures with his dog, Mingus.

Dane Hardee is registered with Equitable Advisors (NY, NY 212-314-4600), Member FINRA, SIPC, and provides administrative support services only. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Financial Compass Group, LLC is not owned or operated by Equitable Advisors.