The Dallas Foundation’s Post

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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.

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Dodee Frost Crockett, CAP®, CDFA®, SE-AWMA™

Managing Director, Wealth Management Advisor

3w

It’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!

Kevin Williams

Author-Speaker Of The Best-selling Book Unlocking Opportunities: The Ultimate Guide To Excelling At Networking Events And Crafting The Perfect Elevator Pitch| Your Money 💰 Is In What You Know & Not What You Do

3w

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🌟

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Michael Achillas

Real Estate Wealth Advisor To Fortune 500 CEOs, Entrepreneurs, Foreign & Domestic Investors Helping you get started or scale through real estate investments, structured finance, and marketing strategies.

3w

Would love to know when your next meet is

Jessica Shepard Watts, Ph.D.

Chief Partnerships Officer @ The Dallas Foundation // Lecturer @ UT Dallas // Connector // Community Advocate // Caffeinated Mom of 3

3w

Enjoyed our time together!

Diane S.

Wealth Management Client Associate Officer Business Development

3w

Such a wonderful time with the amazing team at TDF!

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