Office Manager
With over 20 years of experience within the financial industry, Dale has the background to help our clients achieve their financial goals. Prior to joining TOAMS Financial, Dale was a Branch Office Administrator with Edward Jones Investments. She provided support from an office management standpoint helping clients and financial advisors on a day to day basis.
As a member of the Trust Services department for Merrill Lynch, Dale assisted in Estate Planning and Trust Services meeting high net worth client needs. Dale’s professional experience also includes an Investment Specialist for the State of Florida Pension Fund and the Florida Lottery.
Dale was part of the original team of employees who laid the groundwork for the Florida Lottery. Dale and her husband Edward have lived in Jacksonville for 21 years. They enjoy spending time with family. They have two sons. Jeffery and his wife live in Ormond Beach, Florida while Gregory and his wife live in Winter Park, FL with their 2 daughters Avery and Morgan