Roger Gaddis Email & Phone Number
Partner and Senior Wealth Advisor @ Gaddis Premier Wealth Advisors
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Roger Gaddis Location
- Ada, OK, US
Roger Gaddis Work
- Partner and Senior Wealth Advisor @ (April 1987 - Present)
- Founder and Owner @ Gaddis and Gaddis Wealth Management, LLC (December 1986 - January 2026)
- CPA and Tax Accountant @ (June 1979 - December 1986)
Roger Gaddis Education
- College of Financial Planning - Denver
Certified Financial Planner (CFP) (Financal Planning and Investment Management)
1989-1991 - Oklahoma State University
Bachelor's Degree (Accounting and Finance)
1975-1979
Roger Gaddis Skills
- Retirement Planning
- Strategic Planning
- Public Speaking
- Financial Services
- Securities
- Estate Planning
- Nonprofits
- Public Relations
- Financial Analysis
- Project Management
- Budgets
- Leadership
- Customer Service
- Team Building
- Management
- Startups
- Income Tax
- Strategy
- Marketing
Roger Gaddis Summary
- Roger Gaddis, based in Ada, OK, US, is currently a Partner and Senior Wealth Advisor at Gaddis Premier Wealth Advisors. Roger Gaddis brings experience from previous roles at Gaddis and Gaddis Wealth Management, LLC and ConocoPhillips. Roger Gaddis holds a 1989 - 1991 Certified Financial Planner (CFP) in Financal Planning and Investment Management @ College of Financial Planning - Denver. With a robust skill set that includes Retirement Planning, Strategic Planning, Public Speaking, Financial Services, Securities and more. Roger Gaddis has 4 emails and 4 mobile phone numbers on RocketReach.
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