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
18167 US 19 North
Harbourside Building
Suite 200
Clearwater, FL 33764
  • (727) 507-2547

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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