Bill Dendy
Founder, Elite Financial Management
William (Bill) Dendy JD, MBA, CPA, PFS, CFP®, CLU, Founder of Elite Financial Management, has over 26 years of professional experience in investments and financial planning in Dallas. He works with individual investors helping them coordinate the aspects of their financial lives, including tax planning, investments, insurance, financial and estate planning. Bill has an MBA with a concentration in finance from Southern Methodist University, and holds the designations of Certified Public Accountant, CERTIFIED FINANCIAL PLANNER ™, and Chartered Life Underwriter. Bill also earned his Juris Doctorate from SMU. He teaches Certified Financial Planner Certification classes at SMU and various investment seminars through local continuing education programs.
Bill began his financial career in 1992 with Shearson, Lehman, Hutton. In 1997, he joined the independent firm, Prospera Financial Services, serving as an “Advisor to the Advisor” in the role of Products and Services Director, while continuing to work with a select group of individual clients. Bill founded Elite Financial Management, Inc. in 2003 and served as its President and Financial Consultant with Raymond James Financial Services. Bill is a member of the American Institute of Certified Public Accountants, the Society of Financial Service Professionals, the State Bar Association, the Rotary eClub of District 5810 and American Mensa. He is regularly featured on Fox News radio and television programs, and is a contributing author of 21st Century Wealth. Last year Bill was honored as the district’s Rotarian of the Year.
*Raymond James is not affiliated with the above organizations and/or charitable causes.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
