Making a real and positive impact on the lives of clients. That’s what drives Dale Kelly, partner and senior financial advisor with Prime Capital, to earn his clients’ business every day. Dale enjoys simplifying the complexity of retirement planning and giving his clients peace of mind during a stressful life event. Dale and his team take pride in providing clients with a clear financial plan and exceptional service.
In 2005, Dale began his finance career as a licensed financial specialist at Wachovia Bank and Wachovia Securities. He then advanced to BB&T Wealth, now Truist, as a private wealth manager and then to Regions Private Wealth Management.
Dale served in the U.S. Navy from 1996 to 2000 as fire controlman aboard the USS Blue Ridge. In 2004, he earned his bachelor of science in political science and history from the University of North Alabama. Dale earned his MBA in 2009 from Capella University. He also attended BB&T Banking School at Wake Forest University in 2013 and then the College for Financial Planning in 2022 to earn his Chartered Retirement Planning Counselor designation.
Dale’s hobbies and activities revolve around his two teenage children and their endeavors. He has coached youth football and baseball for eight years, and is currently boat captain for a high school bass fishing team. He enjoys hunting, fishing and college sports.
Dale is proud of his two children, Will and Avery. Will is a multi-sport athlete at Christian Brothers High School in Memphis; and Avery plays lacrosse and is active in theater, choir and piano at Collierville Middle School.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”).
Memphis, TN 6000 Poplar Avenue, Suite 250
Memphis, TN, 38119
6000 Poplar Avenue, Suite 250