Dafna Gold,

Dafna Gold, AAMS^®, CEPA^®, PWA^®, is a seasoned financial services professional with decades of experience. As a dedicated wealth manager, she is committed to delivering exceptional client service through a disciplined, holistic, and comprehensive approach to financial advising.

Dafna advises clients across a broad spectrum of matters—from foundational areas such as investment management, financial planning, tax mitigation and trust and estate strategies to more complex issues including real estate, charitable giving, multigenerational planning, and legacy preservation.

For individuals and families growing their businesses or preparing for a sale, Dafna brings specialized expertise as a Certified Exit Planning Advisor^® (CEPA^®). She leads a proactive advisory team focused on helping business owners and founders implement a strategic roadmap, manage risk, and optimize both business value and personal wealth in anticipation of a potential exit.

Dafna began her career at Goldman Sachs after graduating with honors from the University of Pennsylvania, where she worked on special projects within the Equities Division. She later joined Citigroup, serving on an elite team in a real estate investment division serving high-net-worth individuals and institutional clients.

After earning her master’s degree from Columbia University, Dafna joined Limited Brands, where she worked in supply chain management and was twice honored with the Synergy Award for excellence in strategic planning and execution. She later served as Director in Business Development for Victoria’s Secret stores and catalog. Her career spans a variety of industries, including private equity, financial services, and business development.

Dafna is deeply committed to helping clients turn vision into action and achieve their financial goals. She proudly serves on the regional board of the Guitars Over Guns Organization in Miami. In her free time, she enjoys spending time with her children, rock climbing, running, cycling, and playing guitar in rock bands.

Dafna has earned the Private Wealth Advisor designation from Raymond James. This designation reflects her experience in managing the financial concerns of families, individuals and organizations of significant wealth, and her mastery of methods and resources necessary to support their expansive financial interests.

Raymond James is not affiliated with and does not endorse the opinions or services of Guitars Over Guns.