At PCIA Mid-South, we know the power of Southern hospitality, and it’s our mission to help our clients retire with dignity. We are passionate about service, and as an independent financial advisory firm, we focus on finding and implementing financial solutions to help you and your family achieve your life’s ambitions. While we deliver service from the bluffs of the Mississippi River, we are proud to serve the entire area from the Mid-South to the Tennessee Valley. Our nationwide network of advisors and experts is key to our ability to reach all across the South, and we bring the full power of the resources at Prime Capital Investment Advisors to bear on your behalf. We’re excited about the prospect of beginning our journey together!
Dale Kelly, CRPC®
Partner & Senior Financial Advisor
Dale Kelly knows the value of a partnership and how it can lead to success for his clients. He takes nothing for granted and strives each day to deliver stellar service. After nearly two decades of working in financial services, Dale is well-versed in strategies he can use to help someone achieve their financial goals. His mission is to eliminate stress and hardship, and knowing the value of money and a properly structured plan, he welcomes the opportunity to help and lay the groundwork for the future his clients desire and deserve.
Building Your Bridge
Located right on the bank of the Mississippi River is PCIA Mid-South’s hometown of Memphis, but we’re proud to serve clients throughout the entire Mid-South and Tennessee Valley areas. This region we call home is connected by bridges, giving us the opportunity to move across borders, discover new territory and build relationships with those not in our direct line of sight. That’s how we like to picture our planning process. PCIA Mid-South is here to Build Your Bridge with a system that begins with a discovery meeting. We can then use our connections, our network and our independence to design strategies that suit your unique needs and replace questions with confidence about your retirement income, your assets and your ability to leave a legacy to your family. Finally, we maintain your plan with a continuous reassessment of your goals, giving you the opportunity to adapt as you cross life’s bridges.
How We Help
Our services menu is comprehensive, and we customize your financial plan to fit your needs and objectives. We specialize in addressing the needs of pre-retirees, retirees, heads of a household, families and women. We’re also backed by a nationwide firm with hundreds of financial professionals and dozens of locations across the United States, giving you exclusive access to a team of financial planners, fiduciaries and administrative representatives working together to help you achieve your goals. At PCIA Mid-South we partner with you, and our relationship is driven by outcomes and your vision of success.
We prioritize your needs and your idea of a comfortable and desirable lifestyle, and we’re ready to help you design a plan to address and achieve them. If you’re ready to start working with our team, please fill out our form below with as much information as possible. We look forward to speaking with you!