There has never been such a complicated array of investment choices.  With Gordon's 40 plus years of continuous investment management experience, he can distill the financially complex into a clear and understandable investment strategy and deliver to his clients an appropriate investment management program.  To do so, he has assembled a team to provide in depth financial analytics and superior client service.

Gordon has served on the boards of The Washington Ballet for 20 years, The Circumnavigators Club Foundation, of which he was President for 7 years, and other not-for-profit groups.  In addition to the arts and travel he enjoys playing hockey, tennis, skiing, scuba diving and hiking.

 

Experience to guide you forward

Senior Vice President, Senior Portfolio Manager, Wealth Management, UBS 2008-Present

Senior Vice President, Senior Portfolio Manager, Morgan Stanley, 2001-2008

Senior Vice President, Senior Portfolio Manager, Smith Barney, 1983-2001

Second Vice President,  Shearson American Express, 1979-1983

 

My professional achievements and education

Series 7, 31, 63, 66 securities licenses

M.B.A. Finance, Stern School, New York University - 1983

B.A., French Literature, Vassar College - 1974

Registered States:
CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MN, NC, NJ, NY, OR, PA, SC, VA, VI, WA, WI, WV

Raised by two accountants, Wesley Merritt developed an affinity for numbers at an early age. Thus it was no surprise when he decided to pursue a degree in finance from The George Washington University and entered the financial services industry shortly after graduating. Wes held positions in account services for an insurance broker and business development for Politico prior to joining UBS in 2018. Today, he is responsible for delivering superior service to Dale Wealth Management's clients and providing administrative support to the team.

Wes lives in the Capitol Hill neighborhood of Washington, DC and enjoys playing tennis, running, and volunteering. He currently works with The First Tee, a youth development organization that introduces the game of golf and its inherent values to kids and teens, and the TAMCO Foundation, which supports military veterans with severe disabilities.