Gaddis & Gaddis Wealth Management recently hosted a corporate event in Ada to celebrate Owner/Manager Roger Gaddis’s 30th anniversary as a wealth manager in the financial services industry. The evening dinner event included clients and friends from Ada, Ardmore, Durant and McAlester, cities where company has office locations.
Gaddis, a CPA and a CFP, began his professional career as an accountant with Conoco, Inc. in Ponca City in 1981. Six years later, on Feb. 24, 1987, Gaddis began his career as a wealth advisor in Anadarko. Later relocating to Ada, he co-founded Gaddis & Gaddis Wealth Management in 1995 as independent financial advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2016).
Among the estimated 60,000 CFPs in the U.S., only 10 percent also are licensed CPAs, like Roger Gaddis.