Even in the world of business and finance, deep personal relationships and a caring culture are key elements of success. Dale Wolf integrates this belief into everything he does. Beyond inspiring his team members to build a caring practice devoted to their clients’ needs, Dale also serves as a Wealth Advisor. With more than two decades of experience, he works closely with clients and their families to develop financial strategies* that can grow with them throughout their lives. By taking the time to learn about and thoroughly understand a client’s life – from finances to goals to family values – he can better help them pursue all their objectives. He not only assists clients with their investment portfolio but also advises on all financial matters including tax-management, business succession, estate planning, and more. He strives to serve as a family’s financial advisor, providing personal service and a commitment to lifelong financial guidance. With a love of teaching, Dale’s financial guidance goes beyond his office and to the classroom. For several years, he taught weekly investment and money management classes. He has helped many people gain a better understanding of how to wisely manage wealth.
After a successful career as an executive in the software industry, Dale became a financial advisor because of his desire to help people. Throughout his career, that passion has never wavered. He takes pride in the fact that he can make a positive and lasting impact on families’ lives. He believes that, when done correctly, the role of a financial advisor is a noble profession. His goal is to make a difference that will last for generations to come. Dale is also passionate about helping his community. He has been active in many community and faith-based organizations, including Habitat for Humanity, Junior Achievement, and United Way.
Outside of the office, Dale and his wife, Angelica, enjoy traveling the world, experiencing other cultures and meeting people from different walks of life.
Please see below for registration states.
- Liberal Arts Studies, University of Tennessee, Knoville, TN
Registrations & Licenses held with LPL
- Series 7 General Securities Registered Representative
- Series 63 Uniform Securities Agent State Law
- Series 66 Uniform Investment Advisor Act
Insurance Registrations & Licenses held
- Life Insurance, Health Insurance, Variable Annuity