Amber Seale, CFP®, CPA, CLU®, CDFA®

Managing Director - Seale Wealth Management of Raymond James

Dallas, Texas, United States Contact Info
1K followers 500+ connections

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The University of Texas at Austin

About

We deliver confidential, customized financial planning and advice in plain English. Our team advises Executives, Business Owners, Women & High Net Worth families who appreciate a high-touch personal approach.
We help with:
-Suddenly single planning
-Retirement 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
-Closely held business exit planning

Activity

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Experience

  • Raymond James Graphic

    Managing Director

    Raymond James

    - Present 9 years 1 month

    *RJA does not provide tax and accounting services
    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…

    *RJA does not provide tax and accounting services
    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.

  • Financial Advisor

    Edward Jones

    - 13 years 10 months

    Dallas/Fort Worth Area, United States

    Our focus is on helping you reach your long-term financial goals. Whether it's the investments we offer, the services we provide, the offices where we work or the tools we use, all were developed with you in mind.

  • IEX Graphic

    Accounting Manager

    IEX

    - 2 years 6 months

  • Auditor

    Ernst & young

    - 3 years 5 months

Education

  • The University of Texas at Austin

    Masters in Professional Accounting Accounting

    -

  • The University of Texas at Austin

    Bachelor of Business Administration Accounting

    -

Licenses & Certifications

  • CFP®, CPA*, CLU®, CDFA® - *Raymond James & Associates does not provide accounting or tax services

    -

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