Insight-based advice

Dale Wealth Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Plans
  • Gordon

    Gordon Dale

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • ID
    • IL
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • VA
    • VI
    • WA
    • WI
    • WV

    There has never been such a complicated array of investment choices.  With Gordon's 40 plus years of continuous investment management experience, he can distill the financially complex into a clear and understandable investment strategy and deliver to his clients an appropriate investment management program.  To do so, he has assembled a team to provide in depth financial analytics and superior client service.

    Gordon has served on the boards of The Washington Ballet for 20 years, The Circumnavigators Club Foundation, of which he was President for 7 years, and other not-for-profit groups.  In addition to the arts and travel he enjoys playing hockey, tennis, skiing, scuba diving and hiking.

     

    Experience to guide you forward

    Senior Vice President, Senior Portfolio Manager, Wealth Management, UBS 2008-Present

    Senior Vice President, Senior Portfolio Manager, Morgan Stanley, 2001-2008

    Senior Vice President, Senior Portfolio Manager, Smith Barney, 1983-2001

    Second Vice President,  Shearson American Express, 1979-1983

     

    My professional achievements and education

    Series 7, 31, 63, 66 securities licenses

    M.B.A. Finance, Stern School, New York University - 1983

    B.A., French Literature, Vassar College - 1974

      • New York University, M.B.A. Finance: 1983
      • Vassar College, B.A. French Literature: 1974
      • Senior Portfolio Manager
      1501 K Street North West
      Suite 1100
      Washington, DC 20005

    What did the Fed say?

    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

    Insights