Dodee Frost Crockett
Dodee Frost Crockett, CAP®, SE-AWMA®, CDFA®
Managing Director
Wealth Management Advisor
Biography:
Dodee Frost Crockett is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management in Dallas, Texas. As the founder of Crockett & Associates, a multigenerational wealth management team, Dodee brings more than three decades of experience to clients and generations of their families.
Working closely with affluent individuals, including senior corporate executives, women in transition, professional athletes, and entertainers, Dodee helps create financial strategies that reflect their personal values, company mission, and commitment to leaving a legacy for their family and community.
Many clients are referred to her following life-changing events such as divorce, the death of a spouse, or an unexpected inheritance. Others have sold a business or are considering retirement to enter a new season of life. Dodee also enjoys helping clients in areas that may have little to do with “dollars and cents” – whether it’s connecting a client with a list of assisted living facilities for an aging parent, making connections to attorneys or other professionals for guidance with wills and trusts, or simply helping a client’s daughter define her goals for an internship. Extremely giving of her vast network, she finds joy in connecting people and knowing her efforts can help change the trajectory of their lives by using their financial and social capital to make an impact in their community. Knowledgeable in many aspects of the donor experience, she delivers investment management services to help current and future stewards of wealth make their philanthropic endeavors more fulfilling, effective, and personally rewarding.
Dodee is the daughter of a CEO and started her career in a family business. She joined Merrill Lynch Wealth Management as a compliance officer and has worked in wealth management since 1990. A graduate of the Perkins School of Theology at Southern Methodist University, Dodee received a Master of Theological Studies degree with high honors. She holds the Chartered Advisor in Philanthropy® (CAP®), Sports and Entertainment Accredited Wealth Management Advisor, SE-AWMA, and Certified Divorce Financial Analyst®, CDFA® professional designations.
In 2019, Dodee was inducted into Barron’s Hall of Fame (Published throughout 2019. Rankings based on data current list) after earning a position on its annual list of the “Top 100 Women Financial Advisors in America” for 11 consecutive years (Published annually in June. Rankings based on data as of March 31 of current year)1. She has also been named to Forbes “Best-in-State Wealth Advisors” list in 2022 and 2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year)2 and Forbes “America’s Top Women Wealth Advisors Best in State” list in 2022 and 2023 (Published annually in February. Rankings based on data as of Sept 30 of prior year)3. She was also named to the Forbes Top Women Wealth Advisors list in 2021 (Published on March 24, 2021. Rankings based on data as of Sept 30, 2020).
Dodee has been featured in numerous publications, including Barron’s, TIME, the Dallas Business Journal, and D Magazine. A dedicated leader and volunteer, she is a proud recipient of the 2003 Merrill Lynch Wealth Management David Brady Award, bestowed upon Merrill employees who exemplify David Brady’s selfless dedication to putting the needs of his clients, colleagues, and community first. Another one of the numerous awards presented to Dodee during her career was the 2016 Philanthropic Leadership Award from the Baylor Healthcare Foundation for promoting wealth stewardship in the community.
Dodee currently serves as vice chair of her alma mater’s executive board. She has served on the board of directors of Public Radio Exchange (PRX) since 2016, and in 2022 she joined the board of KERA/Radio & Television in Dallas. In 2019, Dodee was invited to join the Women’s Economic Leadership Council of the Texas Women’s Foundation. She is also on the advisory boards of The Dallas Foundation and the Texas Women’s Foundation.
Dodee and her husband, producer and recording artist Billy Crockett, own a studio in the Texas hill country where leading musicians have recorded albums and the local community often gathers for concerts and workshops.
1 Source: The Barron’s “Top 100 Women Financial Advisors” list, published annually in June. Rankings based on data as of March 31 of current year.
The Barron’s “Top 100 Women Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
2 *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
3 *Source: The Forbes “Top Women Wealth Advisors Best-in-State” list, published annually in February. Rankings based on data as of Sept 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes “Top Women Wealth Advisors Best-in-State” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is
a registered trademark of SHOOK Research, LLC.
*Source: The Barron’s “Hall of Fame” list, published throughout 2019. Rankings based on data from current list.
Each member of the Hall of Fame has appeared in 10 or more of Barron’s annual Top 100 Advisor rankings. Advisors considered for the
Top 100 Financial Advisors rankings have a minimum of seven years of financial services experience and who have been employed at their
current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets,
return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive
compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of
Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s are no guarantee of future investment success
and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not
be construed as an endorsement of the advisor.
*Source: The Forbes “America’s Top Women Wealth Advisors” list, published on March 24, 2021. Rankings based on data as of Sept 30, 2020.
Data provided by SHOOK™ Research, LLC. The Forbes “America’s Top Women Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.
Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos.
At Crockett & Associates, we're passionate about enriching the lives of our clients. Their well-being is our focus and inspiration. We believe that financial wellness contributes to the ultimate expression for—and delivery of—a prosperous, purposeful, and enriching life. Our mission is to provide you with a "boutique-like" experience and deliver a custom roadmap that can help you meet or exceed your financial wellness goals. The objective advice and coordinated strategies we provide are for your entire wealth picture—no matter how complex it may be.Our team consists of two generations of advisors, giving us a collective insight into the challenges of wealth management at every stage of your financial life. Our collaborative approach is at the heart of our culture, and we're committed to building lasting relationships with each generation of your family and providing them with continuity of advice and guidance as they face their own important financial decisions.To us, the wealth management strategies we create are about more than money. They are also about realizing what you hope to achieve with your wealth, such as a sustainable lifestyle in retirement, supporting a charitable organization you believe in, building a business, providing college funding for children and grandchildren, or creating an ongoing legacy for successive generations.Throughout the years, we've been privileged to develop lasting relationships that testify to the caliber of people we advise and our resolve to serve them exceptionally well. We're proud of their successes and the impact they make on their communities. And we're honored to call many of them enduring friends and integral members of our professional family.Many clients come to us at critical transition points in their financial lives. Some are starting or nearing the end of their careers, while others are confronting unexpected events such as an inheritance, divorce, or the death of a spouse. Many times, we serve as a sounding board for C-suite executives, professional athletes, or entertainers who require strategies around compensation and other matters. Through our expansive network and resources, we can help you create financial strategies aimed at making these transitions easier.While our clients have taken distinct paths to their achievements, virtually all have come our way through referrals – which we believe reflects our experience, energy, and commitment to people who place their trust in us. We welcome the opportunity to speak with you and pledge to remain a constant in your family's life, today, tomorrow, and for many years to come.
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The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
