Dale is a CERTIFIED FINANCIAL PLANNER™ with over 30 years of financial services experience. He works closely with corporate executives and high net worth families to align their finances with their long-term goals.
Growing up in Nigeria, Dale earned his Bachelor of Law degree at the University of Lagos, where he graduated as class valedictorian. He continued his studies, receiving his Masters of Law degree and a Doctorate in International Law from Harvard Law School. In 1988, Dale began his financial services career at Citibank in New York and London. He joined J.P. Morgan 10 years later to expand his experience in corporate financing and investment banking. Dale joined Morgan Stanley’s wealth management business as a trainee in 2009 and currently is a financial advisor and Executive Director.
A strong believer in giving back, Dale is an active or past volunteer with several local nonprofit organizations. He is a volunteer emergency first responder at his local fire department.
