Seale Wealth Management of Raymond James

Seale Wealth Management of Raymond James

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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

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.


Sharing a wealth epiphany 05/12/2026

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

Sharing a wealth epiphany raymondjames.com

04/05/2026

Happy Easter!

April 2026 Investment Strategy Quarterly 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.

April 2026 Investment Strategy Quarterly raymondjames.com

02/14/2026

Happy Valentine's Day!

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Location

Address


5956 Sherry Lane, Suite 1900
Dallas, TX
75225