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

Dax has worked in financial services for over 25 years. After earning his B.A. Economics with a Concentration in Banking and Finance from the University of Texas at Austin, he began his career with ADP in Dallas. There he worked with over one hundred companies advising executives and business owners on HR cost control, tax reduction and 401k plan strategies.

He joined forces with his wife Amber to form Seale Wealth Management and provide clients with a complete wealth advisory experience. His passion is working with business owners and executives to align their personal, financial, and business goals to prepare them for a successful exit.

Business owners call Dax when they want help to optimize, and tax mitigate their transaction while implementing a financial plan for their next act in life. Additionally, he collaborates with various institutions to assist clients with growth capital and sell side advisory.

Professionally, Dax stays on the leading edge of professional education 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 around the country each year.

Personally, Dax stays busy with his three daughters’ performances, sports and occasional drama. 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 AT&T Byron Nelson, a PGA Tour Event.

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

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.