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DAVID SEALS
Growing up in Oklahoma, I discovered a strong sense of purpose in serving others as a young man which led me to graduating from West Point and commissioning as an Army officer. This sense of service grew stronger through Boy Scouts by volunteering in the community, earning the rank of Eagle Scout, and fostering patriotism for my country.
I was a client of Edward Jones for many years before becoming a financial advisor. With a Masters of Jurisprudence degree in wealth management from Texas A&M School of Law and a Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, I help my clients navigate the emotional and financial transitions to retirement, make tax-smart investing decisions, maximize their Social Security benefits and address their estate problems.
As a Certified Exit Planning Advisor (CEPA), I am 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.
Clients choose me because they value how I build relationships through deep discovery around what's important about money to them through a Wealth Strategies Formula: Investment Coaching plus Advanced Strategies plus Relationship Management. I partner with your legal, tax and insurance professionals by tailoring holistic wealth strategies to my clients' lifestyles, goals, family dynamics, taxes and estate considerations.
I believe that managing wealth isn't only about numbers and spreadsheets; it's about building a personal connection with my clients, listening empathetically to their unique situations, and providing tailored advice that helps them stay on track towards their financial goals.
Outside of work, I'm a proud husband and dad. I love spending time at home with my wife and son, volunteering with veteran organizations and honing my golf game or fishing.
Growing up in Oklahoma, I discovered a strong sense of purpose in serving others as a young man which led me to graduating from West Point and commissioning as an Army officer. This sense of service grew stronger through Boy Scouts by volunteering in the community, earning the rank of Eagle Scout, and fostering patriotism for my country.
I was a client of Edward Jones for many years before becoming a financial advisor. With a Masters of Jurisprudence degree in wealth management from Texas A&M School of Law and a Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, I help my clients navigate the emotional and financial transitions to retirement, make tax-smart investing decisions, maximize their Social Security benefits and address their estate problems.
As a Certified Exit Planning Advisor (CEPA), I am 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.
Clients choose me because they value how I build relationships through deep discovery around what's important about money to them through a Wealth Strategies Formula: Investment Coaching plus Advanced Strategies plus Relationship Management. I partner with your legal, tax and insurance professionals by tailoring holistic wealth strategies to my clients' lifestyles, goals, family dynamics, taxes and estate considerations.
I believe that managing wealth isn't only about numbers and spreadsheets; it's about building a personal connection with my clients, listening empathetically to their unique situations, and providing tailored advice that helps them stay on track towards their financial goals.
Outside of work, I'm a proud husband and dad. I love spending time at home with my wife and son, volunteering with veteran organizations and honing my golf game or fishing.
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- Website:
https://www.edwardjones.com/david-seals - Phone: 972-423-2699
- City: Frisco
- State: Texas
- Postal Code: 75024
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
DAVID SEALS

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
