Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 NMLS # 652333
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.