Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
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.
Forbes’ “America’s Top Women Wealth Advisors” 2021
Barron’s “Top 100 Women Financial Advisors” 2006-2016
Barron’s America’s Top 1,200 Financial Advisors:State-by-State 2009-2016
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®) 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 International (PRI) and in 2019, she 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.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and used by permission.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
Barron's "America's Top 100 Women Financial Advisors"
Barron's "America's Top 1200 Financial Advisors State-by-State"
Southern Methodist University
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.
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.
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.
Structured Credit Executive
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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