Who We Are

Image

Annie Adkison

Financial Planner

With the support of team members at GDS Wealth Management, Annie works diligently to help you develop both your personal financial plan and a detailed investment strategy. Annie’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Annie has been working in the financial industry for more than a decade and is motivated by a desire to help others understand finances and budgeting. Annie recognizes that many people tend to shy away from these areas because they find them stressful or intimidating, but she is here to help make the process easy and straightforward for you. The client is Annie’s top priority, and she works diligently to be transparent, organized, and caring in her relationship with her clients. Annie is passionate about her work as a financial planner and strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.

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

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Download Our 6-Step Financial Planning Process

Plus, elevate your financial know-how and receive expert financial advice straight to your inbox.

By clicking Sign Up, you're confirming that you agree with our Terms and Conditions.
Thank you for signing up!
Here's your free 6-Step Financial Planning Process
Oops! Something went wrong while submitting the form.
Image
Join our mailing list
Join our newsletter to stay up to date on features and releases.
By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.