Dale Camillo, MBA, CPFA, AAMS
Branch Manager/ Financial Advisor
Masters of Business Administration
Accredited Asset Management Specialist
Since 2002, Dale Camillo has been helping his clients build a better future with sound financial life planning and investment advice. He is a Financial Advisor with LPL Financial, which has been the #1 independent brokerage firm in America since 1996.*
Dale provides full service financial planning and wealth management for clients in Central Florida and throughout the United States. He is registered for all lines of securities investments and life insurance products. His primary focus is serving clients who are preparing for a successful retirement as well as those who have already retired. The transition into retirement can be a life-altering experience and often requires special financial life planning expertise and wisdom.
Dale received his Bachelors degree (BS) from the University of Central Florida of Orlando, and his Masters of Business Administration (MBA) from Webster University of St. Louis. Both these degrees specialized in Finance. Dale earned his Accredited Asset Management Specialist (AAMS) certification from the College of Financial Planning in 2003.
Dale and his wife Janice live in Ocala, FL. He enjoys playing golf, reading, traveling, boating, and staying active in the community. An interesting fact about Dale is that he was actually born in Ocala and moved back to the area after finishing college. He is also an only child with strong ties to the community. Dale and Janice are members at Blessed Trinity Catholic Church and regularly volunteer their time and efforts. He previously has been a board member for United Way and Habitat for Humanity.
Dale is an educated and experienced financial professional that believes in making his clients a top priority in helping them choose the most suitable investments to help meet their needs. His investment philosophy is to explain investment products both thoroughly and in an easy to understand manner.
*Based on previous year’s revenues, as reported in Financial Planning magazine, June 1996-2018