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.
Meet the Founders
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.