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Papillon Financial, LLC

We help people understand who they are with their money, and then guide them to who they want to become with their wealth. We are changing the future mindset.


Founded: 2013
Employees: 0
Quick Pitch:


Papillon Financial is a women-owned financial advisory practice, and a change agent in wealth creation strategies. We are pushing the envelope to address the often taboo topic of money! In addition to offering the traditional platform of brokerage products (e.g. Equities, fixed income, IRA’s and 401k’s), we’ve designed an innovative and interactive wealth education program called PEAK, that will be executed via live and web-based platforms.


Managing Partner

Dana Wilson

Dana Wilson has over eight years combined experience in banking, insurance and financial strategy consulting, and assisted a start up insurance and financial practice. Securities licenses include: Series 7,63,66

Managing Partner

Shurnette Henry

Shurnette has over 14 years of experience in finance including investing, financial operations and asset management. She has held management roles, and in 2011 founded her private consulting practice helping entrepreneurial startup’s. Shurnette holds the following Securities Licenses: 7,9,10,63


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