Dalton joined Castle Wealth Management in May 2018. He started as an Investment Assistant and is currently the firm’s trader.
Dalton works closely with the firm’s financial planners to plan, review, and monitor client investments. He is involved with the financial planners on trading decisions and is responsible for executing trades. He assists with the preparation of client portfolio reviews and investment decisions, monitors the firm’s recommended investments and tracks alternative investments.
Dalton earned a Bachelor of Science in Finance and Banking from the University of Missouri in December 2015, along with a minor in History. Dalton’s experience in the financial services industry includes working as team coordinator for a financial services business in Overland Park, Kansas for more than two years before relocating to Florida. He also interned with a financial advisory firm in Jefferson City, Missouri, during college. Dalton passed his Series 65 Uniform Investment Adviser Law Exam in 2019.
Dalton moved to Wellington, Florida in May 2018 when joining the Castle Wealth Management team and enjoys reading, watching sports, and taking care of his horse farm in his free time. Dalton is currently studying for the Level 1 exam for the Chartered Financial Analyst (CFA) designation. He also intends to earn a private pilot’s license in the future.