Making a real and positive impact on the lives of clients is what drives Dale Kelly, partner and senior financial advisor with Prime Capital Investment Advisors. He strives to earn his clients’ business every day, knowing that each meeting is an opportunity to help someone achieve their dreams. Dale also enjoys simplifying the complexity of retirement planning and giving his clients peace of mind during a stressful life event. He and his team take pride in providing clients with a clear financial plan, exceptional service and a helping hand when navigating toward their desired retirement lifestyle.
Dale began his finance career as a licensed financial specialist in 2005 with Wachovia Bank and Wachovia Securities. He then advanced to BB&T Wealth, which is now called Truist, as a private wealth manager before moving on to Regions Private Wealth Management. Now at Prime Capital, he assists individuals, including employees and plan sponsors at FedEx, Boeing and Ford, with their financial plans.
Dale served in the U.S. Navy from 1996 to 2000 as fire controlman aboard the USS Blue Ridge. In 2004, he earned his Bachelor of Science in political science and history from the University of North Alabama. Dale earned his MBA in 2009 from Capella University. He also attended BB&T Banking School at Wake Forest University in 2013 and then the College for Financial Planning in 2022 to earn his Chartered Retirement Planning Counselor (CRPC) designation.
Dale’s hobbies and activities currently revolve around his two teenage children and their endeavors, and he is extremely proud of both. His son, Will, is a multi-sport athlete at Christian Brothers High School in Memphis. His daughter, Avery, plays lacrosse and is active in theatre, choir and piano at Collierville Middle School. Dale has coached youth football and baseball for eight years and is boat captain for a high school bass fishing team. When he finds some time for himself, he enjoys hunting, fishing and college sports.
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.
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PCIA Mid-South
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!
6000 Poplar Ave., Ste 250