Annie Adkison, CPWA®

Annie Adkison is a Certified Private Wealth Advisor® and has been working in the financial services industry for more than a decade. Motivated by a desire to help others better understand their finances and more complex financial 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, focuses on making the process more accessible and straightforward. Her clients are her top priority, and she enjoys helping them pursue their financial goals through comprehensive planning and advice. Annie is passionate about her work as a financial advisor and strives to develop long-term relationships with her clients, seeking to understand their goals and provide guidance across various aspects of wealth management.

Annie works with clients on developing a personal financial plan and an investment strategy tailored to their individual circumstances. Her planning-based approach focuses on addressing current financial needs, considering tax and estate planning matters, and working toward long-term financial objectives.

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.

GDS Wealth Management is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This material is provided for informational purposes only and should not be construed as personalized investment advice or a guarantee of future results. Additional information regarding professional designations and business practices is available at www.gdswealth.com/disclosures.