DAX SEALE
Seale Wealth Management of Raymond James
As a Certified Exit Planning Advisor (CEPA®), Dax Seale is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Dax Seale - CEPA, CFP, CLU - Seale Wealth Management of Raymond James - Dallas, Texas, city=Dallas, display_country=United States, hs_object_source_label=IMPORT, url_slug=dax-seale, lname=Seale, designations=[CEPA, CFP-2, CLU], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202022/Seale-Dax-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-MARCH-2022.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394772, cohortium_profile_title=Dax Seale | Wealth Manager at Seale Wealth Management of Raymond James | CEPA Connect Member, state=Texas, hs_was_imported=true, id=2835766678, designations__text_=CEPA, CFP, CLU, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Dax Seale, email=dax.seale@raymondjames.com, cohortium_meta_description=Connect with Dax Seale, a specialized Wealth Manager working with Seale Wealth Management of Raymond James based in Texas. Credentials include: CEPA, CFP, CLU., associated_contact_record_id=2051254, website=https://www.raymondjames.com/sealewealth/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MARCH%202022/3712_Seale_CEPA-Certificate-2022-March.pdf, is_editable=editable, url_slug_2=dax-seale, impersonate_user_url=https://exit-planning-institute.org/member-detail/dax-seale?impersonation=true, full_name=Dax Seale, hs_lastmodifieddate=1764932313703, phone=+12147282897, company_name=Seale Wealth Management of Raymond James, name=Dax, hs_object_id=2835766678, associated_resources=0, hs_object_source=IMPORT, postal_code=75225, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.raymondjames.com/sealewealth/ - Phone: +12147282897
- City: Dallas
- State: Texas
- Postal Code: 75225
- Country: United States
- Designations: CEPA, CFP, CLU
- Markets Served:
- Company Name: Seale Wealth Management of Raymond James

