Investing: Where do I even start?

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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, 2023 and 2024
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "Top Women Wealth Advisors Best-in-State” 2022, 2023 and 2024
Published annually in February. Rankings based on data as of Sept 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2021
Published on March 24, 2021. Rankings based on data as of September 30, 2020.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2009-2016
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Barron's "Top 100 Women Financial Advisors" 2006-2016
Published annually in June. Rankings based on data as of March 31 of the current year.

Profile

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.

  • EDUCATION

    Southern Methodist University

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

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

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.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

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

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

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



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

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

    Your advisor is a click away within our site or mobile apps

    You can 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’s asset aggregation tool

      Let’s Have a Conversation

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

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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 Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

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