Dana Narcisse
Investment Advisor
Dana Narcisse is an experienced financial professional, healthcare professional, entrepreneur, and educator whose career spans more than three decades across financial services, medical imaging, medical technology, physician education, business ownership, and consulting. Dana has over 12 years of experience as a financial advisor and currently serves as an Investment Advisor Representative with LinQ Financial LLC. He is a securities-licensed financial professional holding Series 7, 6, 63 and 65 licenses, along with the Securities Industry Essentials (SIE) credential.
His areas of experience include retirement planning, investments, wealth accumulation, life insurance, risk management, and financial strategies for individuals, families, professionals, and business owners. Before entering financial services, Dana spent more than 30 years in radiologic technology and medical imaging, including over 11 years as Director of Physician Training and Applications for HealthTronics, and led E.L.G. LLC, a company that invested in medical-device companies and provided consulting to medical practices.
His approach can be summarized simply: make complicated subjects understandable, give people practical options, and help them make better-informed decisions about their financial future.
A Network Built for Your Benefit
We are extremely proud of our network of partners, colleagues, attorneys, CPAs, and other specialists with whom we collaborate on a regular basis to ensure that our clients receive the best possible advice.
Attorneys, for the legal considerations woven into a financial plan
CPAs, for coordinated tax and accounting guidance
Other specialists across our partner network, brought in as each client’s needs require
Houston Financial Advisory Since 2018
LinQ Financial is a Houston financial advisory firm led by Dana Narcisse, a licensed Investment Adviser Representative with 12 years in financial services. We serve individuals and business owners across Texas, North Carolina, and Louisiana.
Dana spent more than 30 years in healthcare before changing careers, and that background shapes how we work: clear explanations, real availability, and advice that puts you first. Reach us in Houston at (346) 758-1283.
Financial Clarity You Can Count On
Our mission is to make money decisions easy to understand. Clients make better choices when they know what a strategy does, what it costs, and why it fits their plan.
We hold ourselves to a fiduciary standard, which means your interests come first. People don't care how much you know until they know how much you care, and that belief guides every conversation.
Experience
12 years of experience as financial advisors, including 12 years focused specifically on retirement planning and plan management.
Licenses
Fully Licensed Investment Adviser Representative, holding a Texas Department of Insurance License and a FINRA Series 7 License.
Associations
Proud and active longstanding member in good standing of the National Association of Insurance and Financial Advisors (NAIFA).