Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
You deserve quality service, sound advice, and confidence in your financial future so that you can pursue what's most important to you without distraction.
Dale first started investing at the age of six, when he decided to put his allowance in the market so he would have enough to buy a Transformer™. When all was said and done, Dale ended up with his toy, some extra money, and a smile stretched from ear to ear.
Today, Dale helps other people find the same joy he did as a child on a larger scale by managing their investments and providing advice tailored to their specific needs. Whether the goal is happy retirement, children’s education, providing for family, or just wanting to feel secure, Dale works with his clients to implement a simple, proactive, and effective plan to achieve their goals. This structure and guidance provides confidence and lets people focus on the things that are most important to them without having to worry about the financial side of things.
Dale graduated from the University of Virginia’s McIntire School of Commerce with a double major in Finance and Economics. A Baltimore native, Dale is a proud alumnus of Calvert School, where he served as the youngest member of the Alumni Board, and of Gilman School, where he was a varsity football captain. He currently lives in Hunt Valley, MD, and enjoys martial arts, weightlifting, tabletop games, and spending time with his family.
University of Virginia: McIntire School of Commerce
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.