Max Dale
Wealth Manager, RJFSKenny Maxwell “Max” Dale is a portfolio manager at Raymond James. He offers clients more than 32 years of financial services, retirement planning and investment management experience. Max helps clients develop and implement strategies for income growth and capital appreciation. He creates individual portfolios which align with each client’s investment timeline, need for income and liquidity, risk profile and special client preferences. Max’s goals-based approach is client-driven, based on in-depth discussions with clients throughout the relationship.
Check the background of this investment professional on FINRA’S BrokerCheck
Education:
Bachelor’s Degree
College of William & Mary
1970
Master of Business Administration
Emory University
1972
Law Degree
College of William & Mary
1975
Prior to becoming an investment professional in 1993, Max practiced law in the Tidewater area for 18 years, focused primarily on estate and trust planning, business planning and qualified retirement plans. Max has lived in Norfolk, Virginia, since 1980. A long-time youth baseball coach, Max is passionate about skiing, world travel, his grandchildren’s youth sports and musical interests and various health and wellness activities of his own.
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