Dale Warner
Dale A. Warner, CEPA® and the Law & Associates Group combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to their clients and their clients families. They help make their clients’ lives better by providing a holistic approach to advice, and personalized service through the resources of Merrill Lynch Wealth Management and access to banking, credit, and lending through Bank of America.
Dale has over 15 years of experience as an operations executive and co-founder at various growing corporations across Colorado, working directly with angel investors, private equity, and non-dilutive capital funding to spur growth. As a Certified Exit Planning Advisor® (CEPA®) professional, Dale leans on his experience and training to advise business owners on how they can build more valuable companies, have stronger personal financial plans, and align their personal goals with a potential business sale.
He is proud of the advanced training and ongoing commitment to professional development that the team brings to each client relationship.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
