Roger Gaddis
Partner & Senior Wealth Advisor, Gaddis Premier Wealth Advisors
- Role
- Partner & Senior Wealth Advisor at Gaddis Premier Wealth Advisors
- Location
- Ada, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Roger Gaddis
Roger is a CPA and CFP®, practitioner specializing in investment management, estate…
Experience
Partner & Senior Wealth Advisor
Gaddis Premier Wealth Advisors
Apr 1987 — Present
Education
College of Financial Planning - Denver
Certified Financial Planner (CFP)
1989 — 1991
Oklahoma State University
Bachelor's Degree
1975 — 1979
Skills
- Public Relations
- Leadership
- Customer Service
- Retirement Planning
- Project Management
- Estate Planning
- Team Building
- Budgets
- Management
- Financial Services
- Strategic Planning
- Financial Analysis
- Public Speaking
- Nonprofits
- Securities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.