Kevin Gravley

Locations: Dallas - Plano - Midland - Houston - San Angelo

Director of Client Services

Kevin graduated from University of North Texas in 2006 with a Bachelor degree in Business Management. During his time at UNT he was also an active member of the Phi Kappa Sigma fraternity. Kevin completed the Financial Planner Certification course through SMU and is currently studying for his CFP licensor exam. He is also a licensed Life and Health Agent since 2007.

Kevin has been employed in the financial industry for many years including working for Lincoln Financial Advisor and advisors for LPL Financial. At Elite Financial Management, Kevin is the “go-to guy” for all current client business requests and information. His in-depth knowledge of the investment industry and long standing professional relationship with LPL Financial make him an asset to our team at Elite Financial.

Providing Professional Wealth Management Services Since 2000

5 STAR PROFESSIONAL WEALTH MANAGER WINNER FOR THREE YEARS RUNNING

Featured In The News

Date	Publisher	Description
CBS11 – Dallas, Texas – April 2014		Bill Dendy Featured on TV Dallas, Texas – April 2014
Blaze Radio Network – Nationwide – February 2014		Bill Dendy Featured on National Radio

Date

Publisher

Description

CBS11 – Dallas, Texas – April 2014

Bill Dendy Featured on TV Dallas, Texas – April 2014

Blaze Radio Network – Nationwide – February 2014

Bill Dendy Featured on National Radio

Contact Elite Financial Management

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. ©2009-13 Elite Financial Management, Inc. 5420 LBJ Freeway, Suite 275, Dallas, Texas 75240. ¤ Telephone: 214-239-4715 ¤ Toll Free: 800-803-4720 ¤ Fax: 214-239-4713 The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents to the following states: AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, MO, MS, MT, NC, NM, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, and WI.

Five Star Professional: *2013 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.