skip to main content
Main Menu
Atlantic Financial Services logo
  • TEAM
  • EXPERTISE
  • APPROACH
  • CLIENT CENTER
  • NYL ACCOUNT

Meet Dana

Dana Barlow headshot

Dana Barlow, MBA

Head of Operations

Dana Barlow is the office manager and liaison for Atlantic Financial clients. Along with managing the office, scheduling appointments, and overseeing all operations, she is also life and health insurance licensed. With over a decade of experience in the insurance industry, she has a thorough knowledge of the services provided and assists clients with their account-related questions to help streamline and expedite transactions and turnaround time. While her role at AFS is expansive, it is directed toward achieving one straight forward goal: to deliver excellent customer service and ensure that all clients have an optimal experience.

Professional Associations & Education

  • Bachelor of Science in Communication, Eastern Connecticut State University

  • Master of Business Administration, University of New Haven

  • Life, Accident, Health Insurance License

  • NAIFA 4 Under 40 Awarded Panelist

Personal

Dana was born and raised on the Connecticut Shoreline and couldn’t imagine raising her family anywhere else. She is an active member of the Old Saybrook Chamber of Commerce and volunteers with many local fundraisers and charity organizations throughout the year. She enjoys an active lifestyle and believes that movement of the body is fuel for the mind and the soul. Exploring the outdoors with her family brings her great joy, especially hiking in Maine, and traveling abroad.

Back to Team

Get in Touch


100 Northfield Drive Suite 200
Windsor, CT

Call: (860) 581-8242

Email: info@atlanticfinancialservicesllc.com

Get in Touch
Facebook icon
LinkedIn icon

Contact Us


Disclosure

Eric Barlow is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0I88964), CO, CT, FL, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, RI, SC, TN, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Eric Barlow is licensed and authorized to offer insurance in California, but Atlantic Financial Services, LLC may not be. For additional information on California licensure status, please click here.

Eric Barlow is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10 Whisper Cove Rd, Old Saybrook, CT, 06475, 860-581-8242. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, IL, MA, NC, NH, NY, RI, TN, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Atlantic Financial Services, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Atlantic Financial Services, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Atlantic Financial Services logo
  • TEAM
  • EXPERTISE
  • APPROACH
  • CLIENT CENTER
  • NYL ACCOUNT
  • CONTACT

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices