Discovery Point Wealth Advisors

We provide holistic advice and personal and proactive communication to help clients simplify their finances so they can feel confident about achieving their goals.

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Team photo for Discovery Point Wealth Advisors
Team photo for Discovery Point Wealth Advisors

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Advisors

Dana Bives

Financial Advisor

Associate Vice President
Visit Dana Bives's website


Team

Tammy Dow

Tammy Dow

Client Service Associate,

Marketing Specialist

Personal Intro

Tammy joined Ameriprise in March of 2018. Graduated Magna Cum Laude from the Texas School of Business in 2015. Previous to transitioning to Discovery Point Wealth Advisors, she supported the Clear Lake Branch office.

Roles & Responsibilities

  • Client Relations, Account Service, Calendar Management, Client Calls, Meeting Preparation, Virtual Meeting Set Up
  • Marketing, Advertising, Media Relations, Charitable Outreach and Social Media Networking
  • Event Management, Coordinates Client-Appreciation, Virtual and Bring-A-Friend Events
  • Texas Notary Public (Mon-Wed 8:00AM-4:00PM)
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