SmartVestor
Robert Casey is recognized as a member of the Dave Ramsey SmartVestor Program at GDS Wealth Management, where he helps families plan to eliminate debt, save, and invest for the future. The SmartVestor Program was created by Dave Ramsey to help his listeners identify Financial Advisers with similar values to his. Robert has been affiliated with Dave for over a decade, upholding Dave's philosophy, which applies "the heart of a teacher." Like Ramsey, Robert educates his clients regarding important financial planning and investment principles, taking into consideration quality and consistent investments based on market performance. GDS Wealth Management makes sure that investments are in line with the particular client's needs, building financial plans and investment models to achieve long- and short-term goals. Robert's focus is always on the client first, keeping in mind agreed-upon financial plans and risk tolerance. Members of the SmartVestor Program are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Program, is at your sole discretion and risk.
DR. JOHN DELONY, ROBERT CASEY, GLEN D. SMITH, AND DAVE RAMSEY
GLEN D. SMITH, CHRIS HOGAN, AND ROBERT CASEY
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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 itis 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 atadviserinfo.sec.gov.
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