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Annie Adkison

Financial Planner

GDS Wealth Management

United States, Texas, Dallas

About Me

With the support of team members at GDS Wealth Management, I work diligently to help you develop both your personal financial plan and a detailed investment strategy. My 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. I have been working in the financial industry for more than a decade and am motivated by a desire to help others understand finances and budgeting. Many people tend to shy away from these areas because they find them stressful or intimidating, but I am here to help
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Profile Information

Financial Planner

GDS Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

May 28, 2024

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