About Us

Elite Financial Management offers clients financial options and recommendations that best fit their specific needs. To better accomplish this, Elite Financial Management selected a broker/dealer that provides diversified financial services and offers cutting edge technology and support. Raymond James is a Top-10 municipal underwriting firm* supporting approximately 8,100 financial advisers.

 

Through this partnership, Elite Financial Management is able to offer clients objective financial advice by utilizing independent research and a wide range of investment products. To learn how we can help you plan for your retirement, call us at 214.239.4715 for a complimentary consultation.

*Source: Bloomberg. Based on overall par amount

Our Team

Please click on any of our team members below to find out more.

 

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Bruce Lewin
President, Elite Financial Management
Senior Financial Advisor, RJFS

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Jeff Dargatz
Vice President, Elite Financial Management
Senior Financial Advisor, RJFS

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Keith O’Keefe
Vice President, Elite Financial Management
Senior Financial Advisor, RJFS

Kibb King

Kibb King
Branch Supervisor / Compliance, Elite Financial Management
Registered Representative, RJFS

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Chris McNeal
Office Manager, Elite Financial Management
Registered Representative, RJFS

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Todd Pace
Financial Advisor, Elite Financial Management
Registered Representative, RJFS

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Tanner Mathis
Financial Advisor, Elite Financial Management
Registered Representative, RJFS

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Lance Ingram
Branch Associate, Elite Financial Management / RJFS

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Graham Thompson
Client Concierge, Elite Financial Management
Relationship Manager, RJFS