
Dale Stern
Dale is a Senior Financial Advisor with over twenty-five years of experience currently serving the Palatine and Inverness areas. Dale helps clients see beyond their immediate financial situation and create a holistic plan for managing their money—not just today, but throughout their retirement.
Prior to joining the BMO team, Dale worked on the Advisory Council on Gift Planning committee at Northwest Community Hospital, in Arlington Heights, Illinois. He holds a series 7 securities license, along with his life insurance license.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management