Dale Russell has been providing financial advice to Brevard County residents since 1991. He earned his Bachelor of Science degree in Management and Economics, graduating with honors from Rollins College. He went on to receive a Master of Science degree from Georgia Southwestern College. He later earned the professional designation of Certified Financial Planner™ in 1997. Previous investment-related experience includes employment in both an independent brokerage firm and a bank brokerage firm. After serving as a Pension Consultant for a regional insurance company, he provided investment services for members of Space Coast Credit Union. Since January 2003, he has co-owned Gallo and Russell, a Registered Investment Advisor firm. Prior to working in financial services, he was employed by the Pepsi-Cola Company and held a variety of management positions.
As a CFP® Professional, Dale provides experienced assistance on financial planning topics, investment management services and issues relating to qualified plans, including pensions and assists attorneys with court orders and Qualified Domestic Relations Orders (QDROs). He maintains his CFP® professional designation by meeting extensive continuing education requirements.
Dale served as the Program Director for Florida Institute of Technology's Certificate in Financial Planning Program. In addition, he has taught several classes as an Adjunct Instructor at FIT on Retirement Planning, Risk Management and Financial Planning. Dale is also a member of the Financial Planning Association, and has lived in the Brevard County area for most of the past 34 years.