Crockett, McBride & Associates

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Merrill Lynch

Crockett, McBride & Associates

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Crockett, McBride & Associates
exists to help you visualize your financial goals
so you can pursue your life's dreams.
We partner with you to simplify, steward, and
care for every aspect of your finances.
We build trust slowly, by consistently delivering
services that cannot be commoditized.

Crockett, McBride & Associates

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Welcome

Our advice and strategies are guided by an interest in your goals and priorities, and our success is defined by your success. We believe our wealth management philosophy is different, because we place the investor -not the market- at the center. We start by carefully listening to understand your unique concerns, priorities, risk tolerance, time horizon, liquidity needs, and goals. From there, we will work with you to develop a strategy that connects your personal, professional or business goals. Over time, we’ll meet to track progress to your goals and make adjustments to your strategy, as needed.

Philosophy

We live in a world that’s constantly changing. Markets fluctuate moment to moment. New investment opportunities arise daily. Regulations are amended often. That’s why we believe that you and your situation are the best starting points from which to plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because only by understanding you and your priorities, can we effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

Approach

Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you—your kids’ names, how hard you worked to get where you are and how you define success. We'll work together to understand your investment personality, prioritize your goals and build a financial strategy that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill Lynch and the banking convenience of Bank of America. When it comes to your success, there’s only one financial strategy that really matters — yours.

Capabilities

Our wealth management process begins before we make a single investment recommendation. We start by developing a thorough understanding of what you value most, your risk tolerance, time horizon, liquidity needs, and what your goals may be. In our discovery meetings with you, we draw on the analytical skills and deep experience of our advisor team to review your portfolio and objectives so that we may assist you as you pursue your goals.

Quarterly Events Calendar | July – September 2018

At CM&A, we believe that Dallas/Fort Worth is one of the most vibrant and engaging cities in the country.  To prove it, we curate this quarterly list of the best events, and opportunities going on in DFW over the next 3 months.  We want to invite you--our closest clients, partners, and friends--to join us.  Whether you can make it to 1 event or all of them, we hope you find the list helpful as you seek to get the very most out of our city!

If you have any questions or want to inquire about an event, please contact a member of the CM&A team at Crockett_Mcbride@ml.com or by calling (214) 750-2121.



Each event alligns with one of our 7 Life Priorities:


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Giving small.pngWednesday, July 25th | 11:30 am

The State of Dallas Philanthropy  


ABOUT THE EVENT: Join CM&A for a lunch-and-learn hosted by The Dallas Foundation. This year’s topic centers on the emerging trend of Collaborative Philanthropy—a cutting edge practice model that is transforming the way nonprofits do business. We’ll hear from a panel local nonprofit leaders whose organizations have embarked upon long-term, strategic collaborations, including their experience with the process, their progress to date and what they see coming in the future. You’ll also be among the first to hear an exciting announcement about The Dallas Foundation’s recently launched Accelerator Fund, which focuses on projects that enhance nonprofit organizational capacity.

MORE DETAILS: The event is held at the Old Parkland Campus, Founder's Court - Parkland Hall, Lower Level (Valet Parking will be provided). Lunch will begin at 11:30 am with the program running from 11:44 am - 1 p.m.

REGISTRATION:  This event is free, but seating is limited. Please click here to respond no later than Wednesday, July 18 to reserve your seat!


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Tuesday, July 31, 2018 | 5:00 pm

FBI Cyber Security Training


ABOUT THE EVENT:
Join CM&A for a crash course on cyber security from nationally recognized speaker, Jeff Lanza.  Mr. Lanza was an FBI Special Agent for over 20 years. He investigated corruption, fraud, organized crime, cybercrime, human trafficking and terrorism. Jeff has lectured at Princeton University and as a featured speaker in the distinguished lecturer series at Missouri State University. He appears regularly on CNBC’s “Closing Bell”, the Fox News Channel, and has informed the public on other national programs including The Today Show, Good Morning America, Dateline, NPR’s Marketplace, among others. He is passionate about keeping people and organizations safe from risk and has presented to thousands around the globe. His latest book, “Pistols to Press”, has received critical acclaim from national media figures. Jeff loves talking to audiences the world over, but is most comfortable in his home city, where he serves as a certified Kansas City barbecue judge.

MORE DETAILS: We will meet at the Westin Galleria (13340 Dallas Parkway) in the San Antonio Room (4th floor) at 5:00 pm to enjoy a glass of wine. The presentation will begin at 6:00 pm and last for 45 minutes followed by Q&A.

REGISTRATION: Limited complementary tickets available through CM&A. Let us know here if interested in attending.



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Sunday, August 5, 2018 | 7:00 pm

Private Cooking Lesson


ABOUT THE EVENT:
 Steak…it’s what’s for supper. Join CM&A as we take stay-in date nights to the next level with a private cooking class at Sur La Table.  Get the 411 on seasoning, grilling and testing for doneness. Join us as we create a tasty variation on pesto and make dressing for a salad featuring—you guessed it—beefsteak tomatoes. Plus we’ll finish off with a plate-licking-good crème caramel. Guests will stand and work together (in teams of 4) in a fun, hands-on environment led by a professional chef instructor.  Each guest will also get a coupon good for 10% off in-store purchases the day of class.
 
MORE DETAILS:  Registered guests will meet at Sur La Table (4525 Cole Ave) at 7 pm for a prompt start.  The class will run until 9 pm. We will stand and work in teams of 4 as we make and enjoy a generous taste from the following menu (1) Beefsteak Tomato, Bacon, and Red Onion Salad (2) Grilled Steak with Scallion Pesto (3) Raspberry Crème Caramel.

REGISTRATION: Limited complementary spots available through CM&A. Let us know here if interested in attending.



Giving small2.pngSaturday, August 18, 2018 | 11:00 am

Help Us Give School Supplies


ABOUT THE EVENT:  Each year CM&A purchases new backpacks for over 100 children of the Shared Housing Center of Dallas (pre-k through 2nd grade) to help them start the school year off right. There are a number of ways you can join us in helping with this year’s effort. From providing some of the remaining school supplies, to stuffing the backpacks, to handing them out to students at the annual School Is Cool Festival hosted by Shared Housing.

MORE DETAILS: Shared Housing’s annual supply drive is ongoing from July 1st through August 18th 2018. The drive culminates with the School is Cool Festival on Saturday, August 18th from 11a-1p.
REGISTRATION: There are a number of ways you can help. Let us know here if you want to learn more about getting involved.



Family small.pngAugust/September (Date TBA)

Escape The Room!


ABOUT THE EVENT: Escape The Room is one of the most exciting, immersive, challenging escape room experience you’ll ever find. Grab your family and/or friends and join CM&A for a uniquely fun event that tests your wits and problem-solving skills. We’ll work together to find out if we can escape the room before time runs out. To accommodate those with children, we’ll be hosting 2 sessions—one for kids, and one for adults. Register below for more details.

MORE DETAILS:  The event will be held at Escape The Room, Dallas (11661 Preston Rd).  We will host 2 different versions: Family Night (families with children ages 8-20)  and Adults Night (21+ only):   Final dates/times are still TBA, but we are aiming for late-August or early-September. Register below to get an alert once the dates are finalized. What’s an escape room? Escape rooms are a physical adventure game where players must solve a series of puzzles and riddles using clues, hints, and strategy. Players must work together to unveil the secret plot and escape the room before time runs out.

REGISTRATION: Limited complementary tickets available through CM&A. Let us know here if interested in attending.



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Sunday, September 16, 2018 | 8:00 pm

Game of Thrones Live Concert Experience



ABOUT THE EVENT:
Join CM&A as we enter the world of Westeros with the Game of Thrones® Live Concert Experience -- an immersive music and visual experience that will bring the Seven Kingdoms to life on a scale never seen before. Using state-of-the-art technology, Game of Thrones® composer Ramin Djawadi, along with a full orchestra and choir, will take fans on a musical journey through the realm - from King's Landing to Winterfell, along the northern stretches of the Kingsroad to The Wall and across the Narrow Sea to Braavos, Meereen and beyond. Fans of the groundbreaking, critically-acclaimed and Emmy® Award-winning show will finally have an opportunity to immerse themselves in the Game of Thrones® universe through the breathtaking score.

MORE DETAILS: The event will be held at American Airlines Center. Registered guests should arrive early as the show begins promptly at 8:00 pm.

REGISTRATION: Limited complementary tickets available through CM&A. Let us know here if interested in attending.



Leisure small.pngWednesday, September 26, 2018 | 6:30 pm

Expert Panel: Art Collecting 101


ABOUT THE EVENT: Ever wondered about starting an art collection? What makes fine art an investment vs. merely decorative. CM&A is hosting a gallery tour and casual panel discussion to explore this topic. Enjoy lite bites and take in the stunning exhibits as we hear the tricks of the trade from leading industry experts.

MORE DETAILS: Full details including the Location and panelists will be announced closer to the event, but guests can plan to hear from experts in the following fields: art advising; professor of art history; insurance specialist. We plan to have part or all of the hosting exhibit open for browsing after.

REGISTRATION: Limited complementary tickets available through CM&A. Let us know here if interested in attending.

Who We Are

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Dodee Crockett

Dodee Crockett

Senior Financial Advisor

214.750.2107
Tommy McBride

Tommy McBride

Wealth Management Advisor

214.750.2004
Tim Wilson

Tim Wilson

Wealth Management Advisor

214.750.2035
Carol  Anderson

Carol Anderson

Analyst - Relationship Mgt

214.750.2005
Jason Gabriele

Jason Gabriele

Analyst Investments

214.750.2066
Evan Weir

Evan Weir

Analyst - Bus Development

214.750.2121
Suzann Snavely

Suzann Snavely

Analyst - Relationship Mgt

214.750.2017
Lauren  Drinkwater

Lauren Drinkwater

Client Associate

214.750.2142
Rhonda Avila

Rhonda Avila

Registered Senior Client Associate

214.750.2129
Peter Tanguy

Peter Tanguy

Registered Senior Client Associate

214.750.2112
Marisa  Fredette

Marisa Fredette

Registered Senior Client Associate

214.750.2029
Ryan  Murry

Ryan Murry

Registered Client Associate

214.750.2183
Coy Prewitt

Coy Prewitt

Registered Client Associate

214.750.2036

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.