Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Opera house

Dale Young, CFP

Senior Vice President–Wealth Management

Dale is a Certified Financial Planner® and Senior Portfolio Manager. His primary areas of focus are the design, implementation, and ongoing management of client portfolios. Dale holds a degree in Business from the University of Washington and has completed advanced studies in investment management and securities analysis at the Wharton School of Executive Education. Dale and his wife live in Sammamish where they keep busy attending the activities of their 3 sons. Other interests include reading, Crossfit & keeping in touch with family and friends in his hometown of Juneau, Alaska.
 

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • Bachelor's Degree in Corporate Finance & Economics, University of Washington
  • Advanced Studies in Portfolio Structure & Investment Management, Wharton School of Executive Education

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 628-6547

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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.

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