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Midyear Outlook 2022: Turning volatility into opportunity
Chris Hyzy, Chief Investment officer for Merrill and Bank of America Private Bank sits down with special guest Ian Bremmer, President, Eurasia Group and GZERO Media plus experts from BofA Global Research to discuss what they’re watching for in the second half of the year that could affect the markets and bring potential new opportunities.
Dodee Frost Crockett, CDFA, CAP
Managing Director
Wealth Management Advisor
Merrill Lynch
Wealth Management
The stewardship of wealth and resources are important aspects of a meaningful life. We work to align strategies with personal values and goals, collaborating with you to simplify and care for the many facets of your financial life.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Dodee Frost Crockett
Forbes “Best-in-State Wealth Advisors” 2022
Forbes “America’s Top Women Wealth Advisors Best-in-State” list in 2022
Forbes’ “America’s Top Women Wealth Advisors” 2021
Barron’s “Top 100 Women Financial Advisors” 2006-2016
Barron’s America’s Top 1,000 Financial Advisors 2009-2016
Profile
Dodee brings more than three decades of wealth management experience to client relationships. The daughter of a CEO, she 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.
Dodee works closely with wealthy clients, including senior corporate executives, to create financial strategies that reflect their personal values, company mission, and commitment to leave a legacy for family and community. Many clients are referred to her by other professionals following life-changing events such as divorce, death of a spouse or unexpected inheritance. Others have sold a business and are entering a new season of life. In addition to providing financial guidance, Dodee can help them connect with opportunities to use their financial and social capital for community impact.
Dodee holds the Chartered Advisor in Philanthropy®, CAP® and Certified Divorce Financial Analyst, CDFA professional designations. She was named for 11 consecutive years to Barron’s annual list of the “Top 100 Women Financial Advisors in America”1 (most recently in 2016) and for eight consecutive years to Barron’s “Top 1200 Advisors State-by-State (most recently in 2016).”2 She has been featured in numerous publications, including Barron’s, TIME, the Dallas Business Journal and D Magazine. The many awards she has received include the 2016 Philanthropic Leadership Award from the Baylor Healthcare Foundation for promoting wealth stewardship in the community.
A graduate of the Perkins School of Theology at Southern Methodist University, Dodee received a Master of Theological Studies degree with high honors. Currently, she is vice chair of the school’s executive board. Since 2016, she has served on the board of directors of Public Radio Exchange (PRX) 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.
[Disclosures]
1Source: Barron’s “Top 100 Women Advisors" list, June 6, 2016. Advisors considered for the "Top 100 Women Advisors" list ranking have a minimum of seven years financial services experience and 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. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
2Source: Barron's “America’s Top 1,200 Financial Advisors: State-by-State" list, March 7, 2016. Financial advisor criteria: minimum seven years financial services experience and employment at current firm for at least one year. Numerous quantitative and qualitative measures (including assets managed, revenue produced and quality of practice) determine the financial advisor rankings. Similar criteria used in prior years. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Years prior to 2014, this Barron’s list consisted of 1,000 advisors.
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AWARDS
Barron's "America's Top 100 Women Financial Advisors"
Barron's "America's Top 1200 Financial Advisors State-by-State"
Forbes "America"s Top Women Wealth Advisors"
Forbes "Best-in-State Women Wealth Advisors Ranking"
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EDUCATION
Southern Methodist University
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph Michael Cuff
Structured Credit Executive
Bank of America, N.A.
Christopher D Myers
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #982033
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