Dale
Kelly

Here to act in your best interests

About me

I’ve been helping my clients plan for their financial future since 2004. Whether they are saving for a family home or a secure retirement, or usually both, I’m there to help them stay on course and achieve their goals. I’ve also had the honor of serving in the Navy and now enjoy coaching youth football and baseball.

Education

Bachelor of Science, University of North Alabama

Master of Business Administration, Capella University

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Memphis

6075 Poplar Avenue
Suite 407
Memphis, TN 38119

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.