Who We Are

Image

Glen D. Smith

CFP®, CRPC® | Chief Executive Officer | Chief Investment Officer | Cofounder

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.

Glen earned his bachelor’s degree in Management and International Business from Sonoma State University, and was a senior vice president and financial advisor with Merrill Lynch before founding GDS Wealth Management. 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. Glen is most proud of the services GDS offers to clients. More than just saying the words that “we care,” Glen and the GDS team strive to actually fulfill that commitment and provide clients with the highest possible level of service and standards.

Glen has been interviewed and highlighted in several publications, including The Wall Street Journal, Barron’s, Fox Business, and Investor’s Business Daily. In 2019, 2020, 2021, 2022 and 2023, Glen has been named as one of Forbes Best-in-State Wealth Advisors, a prestigious recognition for standout wealth advisors who top the list in each state.

Born in California, Glen grew up in Guayaquil, Ecuador, where his parents are career missionaries. He remains active in the Guayaquil community, supporting an organization that feeds malnourished children. Glen now lives in Flower Mound with his wife, Gisella, and their children, Nathalia and Lucas. The Smiths are members and active volunteers at RockPointe Church in Flower Mound, and love giving back to their community. In his spare time, Glen enjoys playing tennis, traveling with his family, attending his children’s sporting events, and spending time with his family.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Download Our 6-Step Financial Planning Process

Plus, elevate your financial know-how and receive expert financial advice straight to your inbox.

By clicking Sign Up, you're confirming that you agree with our Terms and Conditions.
Thank you for signing up!
Here's your free 6-Step Financial Planning Process
Oops! Something went wrong while submitting the form.
Image
Join our mailing list
Join our newsletter to stay up to date on features and releases.
By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.