Who We Are

Annie Adkison is a Certified Private Wealth Advisor® and has been working in the financial industry for more than a decade. She is  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, but she is here to help make the process easy and straightforward. The 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 with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.  

Annie works diligently to help our clients develop both a personal financial plan and a detailed investment strategy. Annie’s planning-based approach is designed to help clients meet current financial needs while working toward future goals, mitigate tax liabilities, successfully address estate issues, and reach their long-term financial goals.

Originally from Pampa, TX, Annie currently resides in the Dallas area with her husband, 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!

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^{Investment advice offered through GDS Wealth Management, a registered investment adviser. Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA," and "Certified Private Wealth Advisor." Use of CPWA® , and/or Certified Private Wealth Advisor®  signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals and wealth advisors. For a full list of GDS Wealth Management’s disclosures, visit www.gdswealth.com/disclosures.}