At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.
Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things.
We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.
Glen Smith, CFP®, CRPC®
President
Glen has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client's best interests. He has attained the prestigious CFP® certification and is a Chartered Retirement Planning Counselor. In 2020, Glen was also approved to act as a National Football League Players Association (NFLPA) Registered Player Financial Advisor.
Robert Casey, AAMS®
Senior Vice President
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.
Annie Chumbley
Financial Planner
Annie has been working in the financial industry for more than a decade and is motivated by a desire to help others understand finances and budgeting. 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 for you. The client is Annie's top priority, and she works diligently to be transparent, organized, and caring in her relationship with her clients. 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.
Jordan Kast, CFP®
Financial Planner
Jordan is a CERTIFIED FINANCIAL PLANNER™ with GDS Wealth Management, and has nearly a decade of experience with financial planning. He is dedicated to managing and preserving wealth for you and your family and strives to ensure that you are able to meet the goals you set for your financial future. Jordan works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using portfolio management, retirement planning, estate planning, 529 education savings plans and more.
Sebastian Carrillo
Financial Planner
As a Financial Planner with GDS Wealth Management, Sebastian is passionate about working closely with clients to help them meet their financial goals and ensure that they feel confident in their financial futures. He is excited about what the future holds for GDS and their clients and looks forward to assisting clients with their financial plans. Sebastian emphasizes that one of the many things that separates GDS from its competitors is the high level of client engagement and appreciation; it's a one-of-a-kind experience that you wouldn't get anywhere else. He, alongside the entire GDS team, is committed to making sure that your financial plan meets the goals you set for your financial future.
General Information |
| Firm Start Year: | 2004 | |
| No. of Employees: | 10-19 | |
| Name of Custodial Firm: | Raymond James |
| States Licensed in: | TX, CA, LA, FL, OK |
| Number of Years with Current Firm: | 7 |
| Work Experience: | Glen has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client's best interests. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Investment Types: | Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Our Office, Email, Phone, Video Conference |
Firm Information |
| Firm's Number of Clients: | 439 |
| Firm's Number of Planning Clients: | 439 |
| Firm's Number of Managed Clients: | 439 |
| Assets Managed by Firm: | 801,248,577 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $750,000 |
| Compensation Methods: | Based on Assets |
FAQs |
How are you compensated? How will I pay for your services?GDS Wealth Management is a fee-only firm. |
Will you be the only person working with me?GDS Wealth Management works as a team to serve all of our clients. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=780767 |
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Additional Detailed Disclosures |
Disclaimer |
| GDS Wealth Management is an investment adviser in Flower Mound, TX. GDS Wealth Management is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. GDS Wealth Management only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of GDS Wealth Management's current written disclosure brochure filed with the SEC which discusses among other things, GDS Wealth Management 's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 7:30 AM - 5:00 PM |
| Tue. | 7:30 AM - 5:00 PM |
| Wed. | 7:30 AM - 5:00 PM |
| Thu. | 7:30 AM - 5:00 PM |
| Fri. | 7:30 AM - 5:00 PM |
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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