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Teresa A

Series 66

Denison, TX

Gaddis Premier Wealth Advisors LLC

Teresa Adams is a financial advisor at Gaddis Premier Wealth Advisors LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Outside of her advisory role, she is a commissioned notary in Denison, TX. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term investment approach.

Wealth management General retirement planning Income planning
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Dave R

Series 63, Series 66

Denison, TX

Gaddis Premier Wealth Advisors LLC

Dave Reed is a financial advisor at Gaddis Premier Wealth Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Raymond James Financial Services, and Landmark Bank. Reed serves on the board of the Denison Boys and Girls Club and is involved with Restoration Pictures, a company producing Christian-themed motion pictures. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost funds, individual securities, and fundamental analysis with a generally long-term orientation.

Wealth management General retirement planning Income planning
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