The Trusted Path

Our People

Danna Ray

Danna M. Ray

New Business Coordinator

205.397.2816  dray@capitalstrategies.net

As New Business Coordinator for Capital Strategies, Danna works almost exclusively with our Estate Planning Division. She has been a member of the firm for 21 years.

Danna’s significant expertise in sophisticated underwriting projects allows Capital Strategies to provide exceptional service to its very high-net-worth clients.

Frequently sought as a speaker and facilitator in industry workshops, Danna is also active in study groups and seminar planning in the area of advanced life underwriting.

Danna and her husband, Bradley, have one daughter, and the family enjoys spending time at Lake Martin.

She earned her B.S. in Speech-Language Pathology from the University of Montevallo.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated.