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

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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