Wealth Management Consultant
Dale began his career as a financial advisor in 2012 and joined LPL Financial in 2015, where he was the Advisory Consultant.
In his current role as the Regional Wealth Consultant, Dale works with Financial Advisors to help them navigate the vast spectrum of advisory platforms, investment products, and financial planning capabilities available at LPL. Dale is dedicated to LPL Financial Strategic Wealth Services advisory teams. He provides detailed information from a holistic wealth planning mindset, to help advisors make informed decisions about which solutions fit each client case they are working on.
Dale earned his Bachelor of Science degree in business entrepreneurship from Elon University. He holds the FINRA Series 7, 63, and 65 licenses as well as his Certified Wealth Strategist (CWS®) and Accredited Asset Management Specialist (AAMS®) designations.
In his free time, Dale enjoys spending time on football fields training young athletes and working out. He lives in his native Charlotte, North Carolina and loves spending time bonding with family.