portrait of Dale A Boothman

About Dale

"What's important to you?" This is frequently the first question I ask of a client or prospective client. The answer to this question will guide our further conversations, making sure that our branch team is doing everything we can to help that client achieve their goals and dreams.

It is my pleasure to serve the community of Ingram, TX, and surrounding areas as a financial advisor. After a successful career as a teacher and school administrator, I came to work for Edward Jones in 2012.

I love my job because it allows me to help my friends and neighbors achieve their financial...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings
  • Divorce Finances

Work History

  • Edward JonesSeptember 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Lamar UniversityMaster of Education

Personal Interests

  • Spending Time with Family
  • Pets
  • Antiquing
  • Book Collecting
  • Baseball

Team Members

  • Nicole Hall
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More