Christy Gammill, CDFA

Christy Adamcik Gammill, CDFA

Christy Adamcik Gammill helps individuals and families customize and implement financial plans to secure a successful financial future.  Over the past two decades Christy’s passion and practice have evolved into helping those in transition find creative solutions to their unique and oftentimes complex situations.  Her innate ability to have an in depth understanding of a client beyond the balance sheet creates an exceptional client experience and harvests successful long-term results.

Financial Planning and Wealth Management:

• Financial Planning- Budgeting, Cash Flow Analysis, Asset Allocation, Financial Modeling
• Benefits Analysis - Insurance and Executive Benefits, Stock, Stock Options, and Deferred Compensation Plans
• Divorce Consulting – Prepare Balance Sheet and Analyze underlying assets and liabilities, prepare Cash Flow Analysis and build settlement options; manage and monitor client’s post-divorce financial plan and investments
• Retirement Planning – 401(k), Pensions, ESOPs, IRAs and Social Security Benefits
• Wealth Management – Private Wealth Portfolio solutions utilizing Separately Managed Accounts and ETFs as well as a myriad of other investments
• Wealth Transfer – Tax Efficient Risk Management and Legacy Planning

Civic Activities and Professional Organizations:

• Genesis Women’s Shelter – supporter and volunteer; protecting and counseling battered women and children
• AXA’s Women’s Leadership Council –  sharing best practices with top female advisors nationally and mentoring others
• Dallas Women’s Foundation – member;
• New Friends New Life –  supporter and promoter;  provides protection and education to free women from human trafficking  
• Legacy Family Court Foundation-Board Member; create awareness and fundraise for the Dallas based family drug court in an effort to prevent children from being removed from their home by helping parents get sober
• Collaborative Law Dallas – Vice President; local awareness and best collaborative practices among colleagues
• Collaborative Law Texas – member; education and support of the collaborative law process

Education, Professional Credentials and Development, Speaking Engagements, and Articles and Publications

Christy graduated in 1995 from the University of Texas at Dallas with a Bachelor of Science in Business Management.  Her professional achievements include, but are not limited to, attaining her Certified Divorce Financial Analyst in 2003. She became certified as a financial neutral in 2004.  For over a decade, Christy has been chosen to publish quarterly featured financial articles in the Texas Family Law Newsletter, been a special guest speaker dozens of times at the family law section meetings and conferences locally and statewide.  Christy has also been a frequently requested guest speaker within her global financial services firm, Equitable, speaking both locally and nationally to her peers on various financial topics and practice management strategies.  She enjoys mentoring young advisors to help them grow personally and professionally.

Family life and friendships are extremely important to Christy.  Christy loves to entertain guests and is passionate about cooking, painting, and traveling.  Above all, she cherishes the time she spends in any way with her husband, Bill, daughter, Lucy, and the rest of her family.

 

12377 Merit Drive, #1500

Dallas, Texas  75251

972-455-9021

Christy@CBGWealth.com

 

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC. CBG Wealth Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.