Dale Zamecki

Dale W. Zamecki, II CRPC®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

111 SW 17th St

Ocala, FL 34471-8139

Dale.Zamecki@Truist.com

Phone 352-622-0225

Fax 352-368-6266

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About me

Background

Dale Zamecki is a financial advisor with Truist Investment Services, Inc. with over 25 years of experience. Dale has built his career on helping clients pursue long term goal driven financial success.  His philosophy combines behavioral finance insights with disciplined, professional money management, anchored by a strong emphasis on equity investing.
 
Dale believes our success together is built on a personal relationship with each client.  By understanding what truly matters to you, Dale can align strategies with your values, goals and your life vision in mind.  The personal connection creates trust and clarity to navigate financial markets with confidence.  
 
An important specialty in Dale’s practice involves Catholic and faith-based investing.  Many clients want their financial lives to reflect the values embodied in their faith.  By aligning portfolios with Catholic social teaching and ethical principles, Dale helps investors growth their wealth in ways that honor both their financial objectives and faith commitments. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s Degree
Wayne State University 1992 1995

Personal Interests

Beyond his work as a financial advisor, Dale values time with his family and the experiences they create together.  One of their big goals as a family is to visit all 63 national parks and all 50 states, turning each trip into both an adventure and a memory.  He stays connected to the world of competitive swimming through his two children. Lifelong learning is important to Dale as well.   He is always seeking new ways to grow personally, spiritually and professionally.  To keep his energy strong, Dale makes fitness and regular workouts a part of his daily routine.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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