Dalton joined Castle Wealth Management in May 2018. He began as an Investment Assistant and is currently the firm’s Trader.
Dalton works closely with the firm’s portfolio manager and financial planners to plan, review, and monitor client investments. He is primarily responsible for the execution of trades and related trading activity. He assists with the preparation of client portfolio reviews, monitors the firm’s recommended investments, and tracks alternative investments.
Dalton earned a Bachelor of Science in Finance and Banking with a minor in History from the University of Missouri in 2015. Following graduation, Dalton joined a financial services company in Overland Park, Kansas, where he was an Account Representative and Team Coordinator. He also interned with a financial advisory firm in Jefferson City, Missouri, while attending the University of Missouri in Columbia.
Dalton relocated to Loxahatchee Groves, Florida from the Midwest in 2018. His hobbies include reading, exercising, traveling, and watching sports. He also enjoys assisting his girlfriend with the management of their horse farm near Wellington, which includes their two dogs, Nala and Gia. Dalton aspires to earn a private pilot’s license and is a Level I CFA candidate.