Biography

As a financial professional, Dale Peatman creates value for clients by providing them with the professional experience necessary to help them achieve their financial goals, offering ongoing service and advice as their needs change.

Dale Peatman focuses on helping to develop financial strategies for individuals and business owners.  To help implement these strategies, he offers a variety of financial services and products including a financial needs analysis, life insurance, annuities and investments, as well as college funding, business succession, estate conservation and retirement planning.

A graduate of Trinity College in Hartford, Connecticut with a Master's in Financial Services and the advanced designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from American College in Bryn Mawr, Pennsylvania, Dale has over 30 years of experience in the insurance and financial services industry.

Active in the industry, Dale is a qualifying member of the Million Dollar Round Table (MDRT), an international association of leading financial professionals recognized as the standard of excellence in the life insurance-based financial services industry.  He is also a member of the Financial Planning Association, and the National Association of Insurance and Financial Advisors.  Active in the community, Dale is a political activist and has been involved in several community activities.

 

 

 

 

 

 

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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