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William E. Dendy
Credentials: JD, MBA, CPA, PFS, CFP®, CLU®
Elite Financial Management
5420 LBJ Freeway
Suite 275
Dallas, TX 75240

2 Two-year winner

Expertise, Experience, Integrity and Independence
Expertise, experience, integrity and independence
Offers sound, unbiased advisory coupled with superb personal service
Steadfast belief in the importance of the client-partnership approach
Areas of focus: financial planning, retirement, income tax planning

“The Elite Financial Management team is educated and experienced, and the quality of the team is what makes us so special,” says Five Star award winner William “Bill” Dendy.

Bill has helped people build investment portfolios for more than 20 years and leads a team of advisors with offices in Dallas, Irving and Midland.

Dedicated to offering comprehensive services, Bill earned a JD and MBA at Southern Methodist University and has earned the Certified Financial Planner™ credential, Professional Financial Specialist and Charter Life Underwriter® designations. He teaches classes for financial industry professionals and is a member of Mensa, the high IQ society.

Bill is quick to point out that his success is a team effort, and they deserve much of the credit. Elite Financial Management welcomes the opportunity for new clients and offers complimentary first appointments.

Areas of Focus
  Financial Planning
Award Selection Process
   Identified by independent research based on criteria associated with providing quality service
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Securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Dallas/Fort Worth region (includes Anderson, Bosque, Collin Comanche, Cooke, Dallas, Delta, Denton, Ellis, Erath, Fannin, Freestone, Hamilton, Henderson, Hill, Hood, Hopkins, Hunt, Jack, Johnson, Kaufman, Lamar, Navarro, Palo Pinto, Parker, Rains, Red River, Rockwell, Somervelle, Tarrant, Van Zandt and Wise counties in the state of Texas) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2013 Five Star Wealth Managers to be no more than 7% of the approximately 20,500 wealth managers in the area. 3,834 award candidates in the Dallas/Fort Worth region were considered for the award, of which 698 were named 2013 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly (Dallas/Fort Worth region).
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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