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.

From financial planning to comprehensive portfolio management, Dale’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals and reduce your risk.

At Raymond James, Dale has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, Dale answers promptly, completely, and truthfully. Also, he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Dale joined Raymond James in 2022 after over twenty years with Morgan Stanley, Merrill Lynch, and Wells Fargo. He is a graduate of Northeastern University and is fluent in Spanish. When necessary, Dale can prepare investment plans and conduct portfolio review meetings in Spanish.