About Us

Daniel Dales

Senior Partner
Phone: 520-512-5949

Daniel Dales is a founding member, and Senior Partner, of Signature Wealth Concepts (A Division of Equitable Advisors). Since 2008, he has been working with families in Southern Arizona, helping them to build their financial futures.

Daniel started his career as a Financial Consultant at Equitable Advisors, with a passion for helping public school employees and their families reach their future retirement goals. His focus has continued to be on the needs of those in the public sector, as well as also expanding his scope of services to private sector employees, retirees and anyone looking for assistance with financial planning.

Being married to a teacher, continuing education is always on Daniel’s mind. He was selected to attend the University of Pennsylvania’s Wharton School of Business in 2017, earning the title of Retirement Planning Specialist. This learning enhanced his knowledge and ability to guide his clients through retirement, not just to help get them to retirement. He also holds FINRA registrations for Series 7 & Series 66, as well as a license for Life, Accident & Health Insurance in multiple states.

Daniel was born and raised in England and moved to Arizona in 2008 after receiving his Finance degree from Nottingham Trent University. He enjoys living in Oro Valley with his wife Kassie and their son, Cooper. Daniel & Kassie enjoy giving back to the community when the opportunity arises, from annual teacher supply giveaways to working alongside local school districts and their foundations.

CA Insurance License # 0I34198

 

Securities offered through Equitable Advisors (NY, NY212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products through Equitable Network, LLC. Equitable Network, LLC does business in CA as Equitable Network Insurance Agency of California, LLC and, in UT,AXA Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only instate(s) in which they are properly registered and/or licensed. Signature Wealth Concepts is not a registered investment advisor and is not owned or operated by Equitable Advisors or its affiliates. Our Financial Professionals carry multiple FINRA registrations across most of the Southwest Region. 'Fee-based wealth management products are offered by financial professionals who are Investment Advisory Representatives of Equitable Advisors, a Registered Investment Advisor.

California Insurance License #: O134198

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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