Private Financial Advisor Dale Zamecki in OCALA, FL 34471|SunTrust Bank

Dale Zamecki, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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

SunTrust Investment Services, Inc.

-Hide Locations


OCALA, FL 34471


OCALA, FL 34470


OCALA, FL 34482

Check the background of this investment professional on FINRA's BrokerCheck


Dale Zamecki is a Private Financial Advisor with SunTrust Investment Services, Inc. and specializes in investment management, insurance strategies and retirement income planning. He offers individuals, business owners and affluent families over 17 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 Maryanne French, he follows a disciplined process of assessing a client's financial situation, deterring 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 Counselor (CRPC®). He serves on the finance committee at Blessed Trinity School. He also serves as vice 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 ten 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.

Continue Reading

Investment and Insurance Products:

Are Not FDIC or any other Government Agency Insured   Are Not Bank Guaranteed  May Lose Value 

© 2018 SunTrust Banks, Inc

equal housing logoSunTrust Bank is an Equal Housing Lender. Member FDIC

equal housing logoEqual Housing Lender. SunTrust Mortgage, Inc

SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 1-800-634-7928. CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, 1-888-473-4858, MA: Mortgage Lender license #-ML-2915, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.