Lasting relationships. For all that matters

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.

Mother daughter laptop

Gordon Dale

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
1501 K Street North West
Suite 1100
Washington, DC 20005
  • (202) 585-5318

Email Me

The Year Ahead - Sustainable Investing

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

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