Glen Smith, CEO and CIO of GDS Wealth Management, Celebrates 20 Years in the Financial Services Industry
Glen Smith, CEO and CIO of GDS Wealth Management, Celebrates 20 Years in the Financial Services Industry
FLOWER MOUND, Texas, July 15, 2024 /PRNewswire/ -- This month, Glen Smith, the CEO and CIO of GDS Wealth Management, celebrated his twenty-year anniversary in the financial services industry.
今年7月，GDS财富管理公司的CEO兼CIO Glen Smith庆祝他在金融服务行业的二十周年纪念。
As Glen reflected on the past two decades of his career, he thought back to his beginnings as a financial adviser. Since his childhood, Glen knew that he wanted to work with numbers and serve others. His parents are career missionaries, and they instilled a love for other people in Glen from a very young age. Now, as a financial adviser, Glen is honored to be a part of his clients' journeys. Getting to know their hopes and aspirations while being there for clients through major life milestones is one of the highlights of Glen's career.
当Glen回顾他职业生涯的过去二十年时，他回想起自己作为一名财务顾问的起点。自幼，Glen就知道他想与数字和服务他人一起工作。他的父母是全职传教士，他们从他很小的时候就把对他人的热爱灌输给了Glen。如今，作为一名财务顾问，Glen很荣幸地成为他的客户旅程的一部分。通过了解客户的希望和抱负，并在客户人生重要阶段陪伴他们，是Glen职业生涯的亮点之一。
When he founded GDS Wealth Management with co-founder Robert Casey, Glen knew he wanted to create a firm that would be the optimal financial planning firm for clients. He strove to establish a company with advisers who would act as fee-only fiduciaries, ensuring that every decision made was in the clients' best interests. Today, when he thinks about one word to describe what GDS means to clients, Glen says, "dependable." Indeed, the walls of the new GDS headquarters feature a quote Glen says often: "Excuses or results." At the end of the day, Glen knows that all that matters is the results delivered for his clients.
当Glen与联合创始人Robert Casey一起创立GDS财富管理公司时，他知道他想创建一家能够成为客户最佳金融规划公司的公司。他努力建立一个能够担任仅以收费为基础的受托人的顾问公司，确保每个决策都符合客户的最佳利益。今天，当他试图用一个词形容GDS对于客户的意义时，Glen说，“可靠”。事实上，新GDS总部的墙上经常出现Glen所说的一句话：“不是借口，就是结果。”归根结底，Glen知道对于他的客户来说，全部的关注都应该是为他们提供的结果。
The last twenty years of Glen's career have been marked by tremendous blessings. He is very thankful to his family, especially his wife, Gisella, and his amazing coworkers at GDS.
Glen职业生涯的最后二十年充满了巨大的祝福。他非常感谢自己的家人，特别是他的妻子Gisella，以及GDS团队的优秀同事们。
To learn more about Glen and the GDS team, call (469) 212-8072 or visit .
要了解更多关于Glen和GDS团队的信息，请致电(469)212-8072或访问网站。
GDS Wealth Management is an investment adviser in Flower Mound, TX. GDS Wealth Management is registered with the 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: adviserinfo.sec.gov. Information provided is general in nature and does not constitute personalized investment advice.
GDS财富管理是位于Texas州Flower Mound的投资顾问公司。GDS财富管理已在SEC进行注册。投资顾问的登记证书不意味着任何特定的技能或培训水平，并不构成对该公司的认可。GDS财富管理仅在其已经有适当注册或被排除或豁免注册的州开展业务。与SEC一起提交的文件中包含了GDS财富管理的当前书面披露手册，其中讨论了GDS财富管理的业务做法，服务和费用等内容，可以通过SEC网站(adviserinfo.sec.gov)获得。提供的信息是一般性质的内容，不构成个性化投资建议。
Contact: [email protected]
联系邮箱：[email protected]
SOURCE GDS Wealth Management
信息来源：GDS财富管理公司