Wealth advice for your life's goals

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

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Dale Emerick

Senior Vice President–Wealth Management

  • Appointed UBS Financial Services Wealth Advisor
  • Senior Vice President - Wealth Management - UBS Financial Services Club Member
  • One of a select few of UBS Financial Advisors, that have qualified to hold both the UBS Wealth Advisor and Senior Portfolio Manager designation
  • Appointed Senior Portfolio Manager - UBS Discretionary Portfolio Management Program
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WI

Education

  • Bachelor of Science Degree in Business Administration, University of Florida

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
311 Park Place Blvd
6th Floor
Suite 650
Clearwater, FL 33759
  • (727) 507-2547

Email Me

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

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