Dale Zamecki

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

111 SW 17th St

Ocala, FL 34471-8139

About me

Background

Dale Zamecki is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 23 years of financial services, retirement planning, and investment management experience. 

Investment Advisor 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

Dale serves as the chairman of the school board at Blessed Trinity Catholic School and the President of the Marlins Swim Team booster club. In his spare time, he enjoys time with his family: wife, Jennifer, and children, Austin and Alexandra. They like to travel and create memories that will last a lifetime and watch their kids compete at swim meets. 

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

To
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