Robert L. Casey, AAMS® - Senior Vice President

With more than a decade of experience in financial services, Robert uses his broad knowledge to develop custom wealth management strategies for the families and individuals he serves. A love of helping others, instilled in him from a young age, has carried into his career as he works to strengthen clients’ financial confidence and guide them in making investment decisions suited to their goals and comfort with risk.

As a Financial Planner, Robert believes clients are at the heart of GDS Wealth Management. He strives to build relationships based on connection rather than transaction and puts each client’s goals and priorities first as he works alongside them to create financial plans that serve their best interests.

Robert holds a bachelor’s degree in business and is an Accredited Asset Management Specialist℠ (AAMS®). He is also a member of the Dave Ramsey SmartVestor Program and adheres to the SmartVestor Code of Conduct. These professional designations and affiliations reflect his commitment to providing thoughtful, service-driven guidance.

Robert lives in Flower Mound, Texas, with his wife, Lauren, and their sons, Grayson and Beckham. He enjoys spending time with his family—doing jiu-jitsu, building Legos, and riding bikes. The Caseys are active in RockPointe Church, where Robert volunteers regularly. As the son of a pastor, he values community involvement and strives to give back both personally and professionally.

Connect with Robert L. Casey, AAMS®

Investment advisory services are offered through GDS Wealth Management (“GDS”), an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. GDS pays a flat annual marketing fee to participate in the Dave Ramsey SmartVestor Program, which allows Robert Casey to be listed as a SmartVestor Pro. Participation in this program does not constitute or imply an endorsement, recommendation, or sponsorship by Dave Ramsey, Ramsey Solutions, or any affiliated organization. No additional compensation is paid to Robert Casey for client referrals through the program, and clients or prospective clients are under no obligation to engage the firm through SmartVestor. For additional disclosures regarding GDS’s advisory services, professional designations, and business practices, please vist www.gdswealth.com/disclosures