With the knowledge that comes with more than 20 years of experience in the financial services industry, Dale helps investors navigate the myriad of available investment options with a high level of service and a personal commitment.
“I am proud that I have been able to guide my clients through some very difficult economic cycles. We maintained our focus on their retirement plan and they are now closer to their goal or in full retirement. It’s a very rewarding feeling for me as a financial advisor.”
Dale joined Raymond James in 2022. Prior to that, he was a financial advisor with Morgan Stanley, Merrill Lynch, and Wells Fargo.
“I’m excited to continue and expand my advisory business at Raymond James and in a team collaboration with North Atlantic Investment Partners. It is a unique relationship that is beneficial to my clients and me.”
Dale is a graduate of Northeastern University. He is fluent in Spanish. For Spanish speaking clients or prospective clients, he prepares investment plans and conducts portfolio reviews in their native language.
When Dale is not working, he can be found with a book in his hand, he is an avid reader. He and his wife, Yolanda, enjoy entertaining family and friends and trying to surprise them with tasty, unique food preparations. They live in Newton, Massachusetts with their three children and cherish all the moments they get to share with their children and their friends.