CoverProfile

Robert Casey

Senior Vice President, Co-Founder and Financial Planner

GDS Wealth Management

United States, Texas, Flower Mound

About Me

With more than a decade of experience in financial services, Robert uses his comprehensive 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 over to his career as he seeks to increase clients’ financial confidence and help them make investment decisions that align with their long-term goals and risk tolerance. As a Financial Planner, Robert emphasizes that the clients are the heart of GDS Wealth Management. He strives to foster relationships with clients that are based on connections rather than transactions, and he puts the clients and their wants and needs first as

View more

Profile Information

Senior Vice President, Co-Founder and Financial Planner

GDS Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Flower Mound

Texas

United States

Aug 14, 2025

More profiles to browse

Profile Photo
Alex Schremmer
Financial Planner
AA
Annie Adkison
Financial Planner
Profile Photo
Glen Smith
Chief Executive Officer, Chief Investment Officer, Founder and President, GDS | Financial Planner
Profile Photo
Tim Allin
Financial Planner

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation