The team at Crockett & Associates Merrill Lynch prioritize the importance of philanthropy when working with their clients. To honor their deep commitment to living and practicing philanthropic values as well as our long relationship with Dodee Frost Crockett, CAP®, CDFA®, SE-AWMA™, Diane S., and their entire team of wealth management professionals, The Dallas Foundation hosted a small celebration earlier this week to thank them for their partnership. Together, we are #HereforGood.
Inspiring dedication! How do you integrate philanthropy into your wealth management strategies?
As part of the WaterCooler at Pegasus Park, it’s an honor to work with and know the great people of The Dallas Foundation🌟
Would love to know when your next meet is
Enjoyed our time together!
Such a wonderful time with the amazing team at TDF!
Managing Director, Wealth Management Advisor
3wIt’s an honor to partner with the amazing staff of The Dallas Foundation to serve our clients and community. In addition to inspiration, you are so much fun! Thank you!