DALE STERN
DALE STERN
About Me
Dale is a Senior Financial Advisor with over 35 years of experience currently serving the Palatine and Inverness markets. Dale helps clients see beyond their immediate financial situation and create a holistic plan for managing their money—not just today, but throughout their retirement.
Prior to joining the BMO Investment Services team, Dale held various positions within the financial services industry while living in the United Kingdom. He holds a series 7, 63 and 65 securities licenses, held through LPL Financial, along with his life and health insurance licenses.
Dale stays active in his community as a current Board Member for the Northwest Community Hospital Gift Planning Committee. Dale is married and has one child. In his spare time, he enjoys golfing, skiing and cooking.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management