Annie Adkison, CPWA®

Annie Adkison is a Certified Private Wealth Advisor® and has been working in the financial industry for more than a decade. Motivated by a desire to help others understand their finances and more complex planning needs, Annie recognizes that many people tend to shy away from these areas because they find them stressful or intimidating. She, along with the team at GDS Wealth Management, is here to make the process easy and straightforward. Clients are Annie’s top priority, and she works diligently to be transparent, organized, and caring in her relationships. Annie is passionate about her work as a Financial Planner and strives to develop long-term relationships with her clients, aiming to understand their goals and provide viable solutions for every element of the wealth management equation.

Annie works hard to help clients develop both a personal financial plan and a detailed investment strategy. Her planning-based approach is designed to help clients meet current financial needs, mitigate tax liabilities, successfully address estate issues, and reach their long-term financial goals.

Originally from Pampa, Texas, Annie currently resides in the Dallas area with her husband, Chase. When she isn’t working, she enjoys reading, hiking, painting, and spending time with Benny, their Golden Retriever rescue. Be sure to ask Annie to show you pictures – Benny is adorable!