On October 3, 2023, Prime Capital Investment Advisors sent out a formal announcement via newswire that Dale Kelly, CRPC®, has now joined the firm as a partner and senior financial planner.
Securing Dale Kelly’s addition to the firm marks PCIA’s first office in the Memphis market. As Glenn Spencer, chief executive officer of Prime Capital Investment Advisors stated in the release, “Dale’s genuine commitment to his clients and their financial well-being aligns well with PCIA’s core values. We are excited to welcome him and his team into the PCIA family.”
With nearly two decades of experience, Dale Kelly and his team at PCIA Mid-South are passionate about supporting their clients through the retirement planning journey, finding ways to simplify the complexities and deliver a truly stress-free and enjoyable experience.
From 1996 to 2000, Kelly worked as a fire control man on the USS Blue Ridge during his service in the U.S. Navy. Afterward, in 2004, he earned his bachelor’s degree in political science and history at the University of North Alabama. Subsequently, in 2009, Kelly obtained his MBA from Capella University. In pursuit of further education, he attended the BB&T Banking School at Wake Forest University in 2013 and, more recently, the College for Financial Planning in 2022 to obtain his Chartered Retirement Planning Counselor (CRPC®) designation.
“What drives Dale is to earn his clients’ business every day,” said John Seibolt, chief development officer at Prime Capital Investment Advisors. “This mentality is one that immediately attracted us to Dale and his team, and we knew we’d be lucky to have them.”