GDS Wealth Management Employee Directory

Q: Who are GDS Wealth Management key employees?

Some of GDS Wealth Management key employees are Luis Perez , Glen Smith

GDS Wealth Management corporate office is located in 2910 Lakeside Village Blvd, Flower Mound, Texas, 75022, United States and has 11-50 employees.

gds wealth management

Employees by Department

Departments

Number of employees

Finance

Sales

Marketing

C-Suite

Operations

Legal

Key Employees of GDS Wealth Management

LP
Luis Perez
Chief Operating Officer
PhoneEmail
GS
Glen Smith
President & Gds Financial Planner
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

GDS Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from GDS Wealth Management

Hundreds of professionals searching for GDS Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RC
Robert Casey
Email Direct
Senior Vice President, Cofounder
United States , Texas , Flower Mound

VG
Victoria Geiger
Email Direct
Financial Advisor
United States , Texas , Flower Mound

MR
Matthew Rincon
Email Direct
Financial Advisor
United States , Texas , Flower Mound

AC
Aimee Carmichael
Email Direct
Marketing Team
United States , Texas , Flower Mound

AS
Andrew Schmuhl
Email Direct
Financial Advisor
United States , Texas , Flower Mound

MT
Max Tiraboschi
Email Direct
Financial Advisor
United States , Texas , Flower Mound

LF
Lindsay Freeman
Email Direct
Team Lead, Client Services
United States , Texas , Flower Mound

KN
Kaitlyn Nash
Email Direct
Manager, Marketing
United States , Texas , Flower Mound

BS
Benjamin Schmuhl
Email Direct
Financial Advisor
United States , Texas , Flower Mound

SP
Samuel Pokluda
Email Direct
Financial Advisor
United States , Texas , Flower Mound

JD
Joan Doan
Email Direct
Director, Marketing
United States , Texas , Flower Mound

JG
Jessica Golman
Email Direct
Client Associate
United States , Texas , Flower Mound

LP
Luis Perez
Email Direct
Chief Operating Officer
United States , Texas , Flower Mound

EH
Eliza Hailey
Email Direct
Client Associate
United States , Texas , Flower Mound

KB
Kristin Bagin
Email Direct
Client Associate
United States , Texas , Flower Mound

TA
Tim Allin
Email Direct
Financial Planner
United States , Texas , Flower Mound

AK
Amna Khan
Email Direct
Chief Compliance Officer
United States , Texas , Flower Mound

MS
Maria St. John
Email Direct
Client Associate
United States , Texas , Flower Mound

SC
Sebastian Carrillo
Email Direct
Financial Advisor
United States , Texas , Flower Mound

RM
Ross Mortensen
Email Direct
Financial Planner
United States , Texas , Flower Mound

MV
Montana Vega
Email Direct
Manager, Tading Operations
United States , Texas , Flower Mound

MA
Max Adams
Email Direct
Financial Advisor
United States , Texas , Flower Mound

JD
Julian DiBona
Email Direct
Financial Advisor
United States , Texas , Flower Mound

DA
Daniel Amador
Email Direct
Financial Advisor
United States , Texas , Flower Mound

JK
Jordan Kast
Email Direct
Financial Advisor
United States , Texas , Flower Mound

123

Former Employees at GDS Wealth Management

Explore people who held key positions, contributed to GDS Wealth Management's success, and advanced their careers.

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Vice President, Client... at AlTi Tiedemann Global

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at GDS Wealth Management (2024-2025)

Direct

Jordan Stefanov

Senior Manager, Invest... at United Capital Financi...

Worked as Director, Operations

at GDS Wealth Management (2024-2024)

Direct

Sherry White

Chief of Staff To Chie... at S2 Capital

Worked as Executive Assistant

at GDS Wealth Management (2021-2023)

Direct

Mask Content

Manager, Investment Pr... at Fidelity

Worked as Client Associate

at GDS Wealth Management (2022-2023)

Direct

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Lecturer at University of North Te...

Worked as Manager, Content

at GDS Wealth Management (2020-2025)

Direct

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Financial Advisor at Allworth Financial

Worked as Financial Planner

at GDS Wealth Management (2022-2022)

Direct

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Frequently Asked Questions Regarding GDS Wealth Management Employees

How many employees does GDS Wealth Management have?

GDS Wealth Management has 11-50 employees

Who are GDS Wealth Management key employees?

Some of GDS Wealth Management key employees are Luis Perez, Glen Smith

Where is GDS Wealth Management located?

GDS Wealth Management’s headquarters are located at 2910 Lakeside Village Blvd, Flower Mound, Texas, 75022, United States

How do I contact GDS Wealth Management?

GDS Wealth Management Contact Info: Phone number: (469) 212-8072 Website: www.gdswealth.com

What does GDS Wealth Management do?

GDS Wealth Management, located in Flower Mound, TX, offers comprehensive financial planning services including investment management, legacy planning, and risk management to clients nationwide. The firm prides itself on being fiduciaries, ensuring that clients' best interests are prioritized in all financial decisions. With a focus on personalized... Read More

Is GDS Wealth Management a public company?

GDS Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about GDS Wealth Management Employees