Jesse Dale joined Lido Advisors in 2019 after working with Merrill Lynch since 2013 in the field of tax reporting services for non-resident clients. Prior to Lido, Jesse transitioned to the Retirement Benefits Contact Center in 2014, where he was part of the point of contact team for executive stock options, employee stock purchase plans, and 401k.
Before then, Jesse worked for Marriott Hotels for four years as an office supervisor. Jesse has served in the United States Navy for six years aboard the U.S.S. John F. Kennedy as a Fire Controlman. In 2013, Jesse earned a bachelor’s degree in business administration with a major in finance and minor in economics from the University of North Florida.
In his free time, Jesse enjoys fishing and cooking for his friends and family. He currently resides in Palm Beach Gardens with his wife, AnneMarie, and their two dogs.