Meet Dale
Dale is a Wealth Advisor based in League City, Texas. He joined Mercer Advisors in 2022 through the acquisition of Mark D. Cunningham, a sole proprietorship affiliated with Raymond James. Prior, he served in dynamic operational, supervisory, and analytical roles primarily within the JPMorgan Securities Capital Markets division, as well as for Thomson Financial Services, and AIG. Dale earned a B.S. in Finance from Clarion University.
Dale’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Dale has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
- After a layoff, helping clients protect what they’ve built and chart a path forward
His working style
Dale is thoughtful, careful, and approachable in helping people make smart decisions with confidence. He values listening to clients’ stories and building long term relationships to guide them to reassurance and the Economic Freedom™ to enjoy life.
Dale in real life
Why do you like working at Mercer Advisors?
I especially enjoy the collaboration and unparalleled cooperation at all levels of the company.
Favorite thing about where you live?
I enjoy living in League City as it’s a good quality of life with good people, good schools, low crime, and a vibrant economy, especially in energy, space, and medical industries.
What keeps you busy outside of work?
I love just spending time with my wife and sons in anything whether it be sports, golf, hunting, or board games — or just having dinner together.
Dale’s snapshots
Meet Dale’s Teammates
Anna Apodaca
Partner
What Dale Says
Anna has a lot of demands on her time but she’s always available to talk and run things by. She has great instincts on how to manage many different client planning situations. Her advice reflects remarkable wisdom guided by her significant experience.
Candace Davis
Sr. Client Service Specialist
What Dale Says
Candace takes ownership of situations with the client’s best interests always in mind. She is especially skilled at organizing and maintaining good order. She has strong client relationships skills and keeps me informed.
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