Dale’s personal approach is the driver behind the loyalty his clients have shown him over his 27 years in the business. He realizes this is a relationship business, so he understands and appreciates the trust they have placed in him. Dale is a graduate of the University of Baltimore’s Merrick School of Business, where he graduated magna cum laude with a BS degree in finance. Dale has been an investment professional since 1995, when he started with Morgan Stanley before joining First National Bank of Maryland in 1997. In 1999, Dale took his skill set to UVEST Financial Services, bought by LPL Financial in 2007. Dale became a Certified Financial Plannerä practitioner in 2006 after receiving his Certificate in Financial Planning from Georgetown University School of Continuing Studies.
Dale enjoys working at PRIME Wealth Management because the company allows him to have the autonomy he feels he needs to service his clients and provide impartial financial planning advice. In his spare time, Dale likes to coach softball and baseball volunteering for his children’s various sports activities. Dale lives in Mount Airy, Maryland, with his wife, Allyson, and three children, Samantha, Parker and Tyler.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.