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I aim to leverage my experience, financial services, and marketing knowledge to help companies build more inclusive workplaces while empowering humans to find their authentic voices to create change.  


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Dana L. Wilson has over fifteen years of experience in the financial services industry and is the Founder and CEO of CHIP(Changing How Individuals Prosper). CHIP is a B2B financial services marketplace that makes finding financial professionals of color easy. In 2021, Investment News recognized her as a "See It Be It Role Model" for her diversity, equity, and inclusion work. She also received two company awards in 2021 from Think Advisor for her work in diversity and inclusion and thought leadership. She was named "One To Watch" in Fintech from Money 20/20 and was awarded as a 2021 Trailblazer from Black Women In Media. Dana graduated from North Carolina Central University and received her Bachelor of Business Administration (BBA) with a concentration in Marketing and a 2023 Investment News Women To Watch Finalist.

Dana also holds an MBA from Penn State University's Smeal School of Business, where she focused on strategic leadership and corporate innovation. She has worked at large, mid-sized, and independent financial firms. These firms include SunTrust Bank, SunTrust Investment Services, State Farm, Merrill Lynch, and Cabot Lodge Securities. Dana then started an independent financial advisory practice before joining Manhattan Wealth Management in New York City. She was a previous Start-Up Coach teaching Business Planning, Sales, and Marketing for Apps Without Code (AWC), a no-code boot camp program for entrepreneurs to build and scale their apps.

Dana provides access to historically excluded and underrepresented consumers and advisors. She is filling a critical need for both parties.


Dana partners with large organizations like Lincoln Financial Group and supports our network of 30+ diverse advisors. She hosts "The Included Series Podcast," where she provides the community with access to information and resources. She has also participated in numerous panels, symposiums, and events for community organizations and HBCUs.

She's pushing the envelope with her trailblazing fintech platform. She's continuing to invest in her business and build her high-powered team to serve more consumers.

She's received recognition and awards for her work, and her commitment is powered by her industry experience and the challenges she faced as a woman in a male-dominated field. Her platform is one-of-a-kind.


She's providing more than education; she's giving access, visibility, and resources to underserved individuals and families. She's also providing a platform for diverse advisors, who make up less than 10 percent of our industry.

She mentors other women and start-ups and is always willing and able to collaborate with other professionals to achieve a common goal. In addition, she's training for a marathon, so she encourages and supports her team and business partners by demonstrating a commitment to determination and excellence.



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About Us

The Brief is a quarterly digital magazine for Black and Latinx/a/o professionals and consumers. It is designed to provide professional development and consumer-focused content created by CHIP Professionals and founded by Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper), and Ana Trujillo Limon, former editor-in-chief of the Journal of Financial Planning.

Our Mission

Our mission is to elevate the voices and knowledge of Black and Latinx/a/o professionals in finance and law.


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