Managing Partner

 

Dale C. Berry, CLU, ChFC, LUTCF

Dale joined the Raleigh General Office as Managing Partner in July of 2013.

He began his career in the financial services industry in December 1983.  In 2004, Dale joined New York Life as a Partner in the Arizona General Office.  He qualified as a “Top 25” Partner 3 consecutive years and was also a multiple Gathering of Eagles qualifier.  In 2008 Dale was promoted to Corporate Vice President of the South Central Zone in Alpharetta, GA. During this time, he worked closely with New York Life's field leadership teams and was a recipient of the Zone Award of Excellence.

In the role of Managing Partner, Dale provides financial expertise, executive leadership, and strategic direction to a team of associates who serve thousands of clients throughout North Carolina.  The primary focus of our firm is risk management, wealth accumulation, retirement planning and distribution planning for business owners, families, professionals and high net worth individuals.

Dale is married to Diane with two children and resides in the North Raleigh area.

 

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