Dale Zamecki, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Dale Zamecki Photo
Dale Zamecki, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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111 SW 17TH STREET

OCALA, FL 34471

3500 NE SILVER SPRINGS BLVD

OCALA, FL 34470

4800 NW BLITCHON ROAD

OCALA, FL 34482

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About

Dale Zamecki is a Private Financial Advisor with SunTrust Investment Services, Inc. specializing in investment management, insurance strategies and retirement income planning. He offers individuals, business owners and affluent families over 20 years of financial planning and investment management experience. He uses behavioral finance coaching to help clients understand how this discipline can help them achieve their financial goals. He believes that there are four steps to achieving one's goals: 1) Dale starts with a plan that focuses on the client's goals, 2) then he develops a portfolio strategy, 3) he guides his clients using behavioral coaching and 4) he uses regular reviews to track progress. He previously has practiced at Washington Mutual Financial Services and UBS Financial Services.

Dale advises his clients on the development and implementation of investment strategies to help individuals and business meet their immediate and future goals. Supported by Investment Associate Tiffany Nessmith , he follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and periodic portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning, estate strategies and other critical financial strategies. Dale, has earned the professional designation of Chartered Retirement Planning CounselorSM (CRPC®). He serves on the finance committee and school board at Blessed Trinity School. He also serves as president on the Boosters Board for the central Florida Marlins Swim Team. A native of Southgate, MI, he earned his Bachelor's Degree in Finance at Wayne State University. Dale and his wife Jennifer moved to Ocala over 10 years ago from California. They enjoy spending time with their two children and creating memories that will last a lifetime.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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