Aaron Dale
VP - Private Wealth Director at Franklin Templeton
- Role
- VP - Private Wealth Director at Franklin Templeton
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Aaron Dale
Results-driven, experienced sales professional with expertise in the areas of investment planning, tax and estate planning, portfolio construction and Investment analytics.As a true partner to some of the largest and most successful Registered Investment Advisors (RIAs), Family Offices and Bank Trusts in the Northwest, I focus on understanding the business goals, investment perspective, and client objectives, for each firm\'s practice. This provides an opportunity to help them make a more informed decision for their clients. My goal is to build long-term relationships based on three critical values - service, integrity, and views expressed are my own and not of Franklin Templeton. This material should not be construed as individual investment advice or a recommendation regarding securities investments. All investments involve risk including possible loss of principal. Products and services may not be available in all jurisdictions. Please review the Franklin Templeton Privacy and Cookie Notice: © Franklin Distributors, LLC. Members FINRA/SIPC.
Experience
VP - Private Wealth Director
Oct 2025 — Present · WA, US
Education
DePaul University
Bachelor's degree, Finance, General
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