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Dale L
CFP®, Series 63, Series 65
Monroe, NC
Raymond James Financial
Dale Lehenbauer is a CFP® with 34 years of experience and has been with Raymond James Financial since 2013. His prior roles include positions at Morgan Keegan & Company, LLC and Citigroup Global Markets. He serves on the Finance and Investment Committee of Benton's Crossroads Baptist Church in Monroe, NC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools, and supports a large advisor network with specialized municipal and SIMPLE IRA services.
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