I often get asked, “What do you do at GDS Wealth Management?”. With a smile, I answer, “Do you mean me, the team or the business?”
More than just one man
Born in California, I grew up in Guayaquil, Ecuador, where my parents are career missionaries. I’ve worked in the financial services industry for over 15 years and since day one, I’ve always believed in providing exceptional service to my clients. I’m not a salesperson and never will be, so I only recommend those products that I feel will improve a client's portfolio. In 2017, I left a global financial services company and started my own business.
More than just a business
GDS Wealth Management is a team of independent financial services advisors. We’re linked to Raymond James, a multinational broker-dealer that provides services through its network of autonomous consultants like us.
Being independent means that we are not tied to targets and have more time to provide a personalized service. We offer a complete turnkey solution for our clients’ financial needs. We tailor our proposals with the client’s unique situation and future goals in mind.
More than just a team
But GDS Wealth Management isn’t just me. It takes a dedicated team of like-minded experts to provide the exceptional service and commitment that we’re known for.
Robert Casey, Tad DeMeester and I do the analysis, development, and evaluation of our customers’ assets. We’re the people behind the solutions that maximize their future wealth.
Erica Doré is our greatest asset. As a Client Associate, she is the first line of contact for our clients. Using her exceptional organizational skills, she makes sure that we regularly talk to our customers about the performance of their portfolios.
We’re a family
Robert, Tad and Erica are like family to me. So, when people ask me, “What do you do at GDS Wealth Management?” I say, “I work with my family to provide a better future for your family.”
GDS Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Any opinions are those of Glen D. Smith and not necessarily those of RJFS or Raymond James.
As Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.