Seale Wealth Management of Raymond James

Seale Wealth Management of Raymond James Wealth Management Dallas We deliver confidential, customized financial planning and advice that is easy to understand.

Our team advises business owners, high income earners, executives and their families with:
• Closely held business exit planning
• Business Tax Mitigation Strategies
• Pre/Post Liquidity event planning
• Buy/Sell Agreement planning
• “Lumpy” or complex compensation planning
• Retirement planning
• Suddenly single planning
• Life insurance and long term care strategies
• Risk Management strategies

• Cash management & Lending strategies
• Tax efficient strategies
• Estate & Charitable planning strategies
• Intergenerational wealth transfer strategies

* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Southwest Youth of the Year Celebration was one of those evenings that sticks with you. Hearing from the Youth of th...
05/20/2026

The Southwest Youth of the Year Celebration was one of those evenings that sticks with you.

Hearing from the Youth of the Year candidates was a powerful reminder that leadership does not have an age requirement. These students spoke with confidence, purpose, and a level of perspective that was genuinely inspiring.

Amber Seale, CFP®, CPA, CLU®, CDFA® and I left encouraged by their stories, impressed by their resilience, and grateful for organizations like Boys & Girls Clubs of America that create spaces where young people can be seen, supported, and challenged to grow.

It is easy to worry about the future and nights like this make you feel a lot better about it.

Thank you to Jim Clark, Jess Sims, Sonya Macatee and Bill Macatee for an incredible event. Also, fun to hear DeMarcus Ware and Clark Hunt Kansas City Chiefs share their commitment to this cause and these candidates.

Proud that Raymond James was the presenting sponsor and supports this mission to celebrate the next generation of leaders. Thank you Paul Shoukry for your leadership and support of this fantastic organization.


When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it las...
05/12/2026

When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it lasts:

raymondjames.com

Setting your team up for success in retirement
05/07/2026

Setting your team up for success in retirement

raymondjames.com

Plan beyond the Present
05/05/2026

Plan beyond the Present

raymondjames.com

04/05/2026

Happy Easter!

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes ...
04/01/2026

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

raymondjames.com

A good look at preventable hangups in middle market transactions:
03/24/2026

A good look at preventable hangups in middle market transactions:

middlemarketgrowth.org

When the unexpected hits, liquidity matters
03/12/2026

When the unexpected hits, liquidity matters

raymondjames.com

Happy Valentine's Day!
02/14/2026

Happy Valentine's Day!

Important findings from 2025 to take into 2026
02/05/2026

Important findings from 2025 to take into 2026

raymondjames.com

Address

5956 Sherry Lane, Suite 1900
Dallas, TX
75225

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