Dax Seale
Seale Wealth Management of Raymond James
Dallas, Texas
About
Company name
Business title
Managing Director & Certified Exit Planner
Contact
How to contact
dax.seale@raymondjames.com
Professional Profile
Call Me When
Founders/Owners are pre-sale and want to optimize and tax mitigate their transaction while implementing a financial plan for their next act in life. Also introductions to Raymond James Investment Bank and financial sponsors
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Cash management
Charitable giving
Debt
Entrepreneurship
Equity
Estate planning
Family business
Finance
Fundraising
Investments
Lending
Mergers
Private equity
Retirement
Risk management
Sell side/Divestiture
Transaction advisory
Exit/Transition Planning
Professional Certification
CFP®, CEPA®, CLU®
Transition Planning Certification or Methodology
CEPA®
Client Industries
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Dallas Individual
Member since
Member for 3 years
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