Roger Gaddis Email & Phone Number

Partner and Senior Wealth Advisor @ Gaddis Premier Wealth Advisors

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Roger Gaddis's Location

Ada, OK, US

Roger Gaddis's Work

Partner and Senior Wealth Advisor @ Gaddis Premier Wealth Advisors
Founder and Owner @ Gaddis and Gaddis Wealth Management, LLC
CPA and Tax Accountant @ ConocoPhillips

Roger Gaddis's Education

Oklahoma State University
Bachelor's Degree (Accounting and Finance)
1975 - 1979
College of Financial Planning - Denver
Certified Financial Planner (CFP) (Financal Planning and Investment Management)
1989 - 1991

Roger Gaddis's Skills

Budgets
Strategic Planning
Estate Planning

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Startups
Financial Services
Securities
Income Tax
Strategy
Team Building
Leadership

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Roger Gaddis's Summary

Roger Gaddis, based in Ada, OK, US, is currently a Partner and Senior Wealth Advisor at Gaddis Premier Wealth Advisors, bringing experience from previous roles at Gaddis and Gaddis Wealth Management, LLC and ConocoPhillips. Roger Gaddis holds a 1975 - 1979 Bachelor's Degree in Accounting and Finance @ Oklahoma State University. With a robust skill set that includes Budgets, Strategic Planning, Estate Planning, Startups, Financial Services and more, Roger Gaddis contributes valuable insights to the industry. Roger Gaddis has 6 emails and 1 mobile phone number on RocketReach.

Roger Gaddis Email Address

Found 6 email address listings:

Roger Gaddis Phone Number

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Partner and Senior Wealth Advisor at Gaddis Premier Wealth Advisors

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