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Expertise, Experience and Independence
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Offering comprehensive investment, tax, estate planning and insurance |
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Devoted to providing sound, unbiased advice coupled with outstanding personalized service |
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Steadfast belief in the importance of client-partnership approach and lifetime relationships |
“It’s not just the education and the expertise, but the quality of our people that makes Elite Financial Management so special,” says Five Star award winner, William (Bill) Dendy.
For more than 20 years, Bill has helped people build investment portfolios and today heads a team of advisors with offices in Dallas and Midland, Texas.
Bill earned an MBA as well as a JD at SMU, and is a practicing attorney and CPA. Bill holds the Certified Financial Planner™, Professional Financial Specialist and Charter Life Underwriter® designations. He teaches classes for financial industry professionals, and it is not surprising that he is also a member of Mensa, the high IQ society.
Bill is quick to point out, however, that his success is a team effort and that “the team deserves most of the credit.”
Elite Financial Management is currently accepting new clients and offers complimentary first appointments.
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Areas of Focus
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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, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 129,500 consumers) and registered financial services representatives (over 16,000 financial services professionals) to evaluate the approximately 20,000 wealth managers 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, Wise counties in the state of Texas). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Dallas/Fort Worth Region.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• 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).
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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