Dax Seale

Dax Seale,

CFP®, CEPA®, CLU® Managing Director Wealth Advisor & Certified Exit Planner

Co-founder of Seale Wealth Management alongside his wife, Amber, Dax has more than 25 years of experience in financial services industry. He earned his B.A. Economics with a Concentration in Banking and Finance from the University of Texas at Austin.

Dax specializes in working with business owners to align their personal, financial, and business goals, with a focus on preparing for successful exits. Business owners call Dax when they want to optimize and tax mitigate their transaction, while implementing a financial plan for their next act in life. Additionally, he collaborates with Raymond James Investment Bank and lower middle market partner banks to assist clients with growth capital and sell side advisory. He is actively engaged in professional development through memberships in the Exit Planning Exchange, Association for Corporate Growth, and the Dallas Estate Planning Council. Additionally, he attends Investment Banking, Family Office, Alternatives, and High Net Worth investment conferences across the country each year.

Personally, Dax stays busy with his three daughters’ performances and sports events. When his schedule is his own he likes to golf, fish, hunt and fire up his BBQ smoker. Dax has been very active in the community and served on the Boards of the Park Cities YMCA and C.A.R.E. as well as on the Global Outreach and Dad’s Advisory Committees of Highland Park UMC. As a member of the Salesmanship Club of Dallas, Dax works to raise money and support the Momentous Institute, a school focused on Social and Emotional Health. This is accomplished through the Club’s chief fundraiser, the CJ Cup Byron Nelson, a PGA Tour Event.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.