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Dustin E

CFP®, Series 66

Dallas, TX

MAI Capital Management, LLC

Dustin Eldridge is a CFP® with 13 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. His prior experience includes roles at Waterloo Capital, TEAM Private Wealth Management LLC, Tolleson Private Wealth Management, Carter Advisory Services, and Raymond James Financial Services. Eldridge serves on the boards of the USF Center for Entrepreneurship and the C5 Foundation of Texas, both nonprofit organizations. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across various asset classes and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Private / alternative investments Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Tax strategies for small businesses Founder/Business Owner
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