Goutam Datta
Senior Financial Advisor
Coppell, Texas
About Goutam Datta
Goutam Gary Datta is a Senior Financial Advisor and co-founder of Adson Wealth Partners, a Wells Fargo Financial Network company, based in Coppell, Texas. He has a background in engineering, business ownership, and financial services.
Datta was born in Kolkata, India. He moved to the United States in 1982 to pursue graduate studies. He earned a Master of Science in Chemical Engineering from the New Jersey Institute of Technology. He later attended Rutgers University, where he studied finance. In 1990, he received a U.S. patent for a sifting apparatus developed during his early engineering career.
From 1986 to 1995, Datta worked for a manufacturing company in New Jersey. In 1995, he started his own business and remained self-employed for nearly three decades. During this period, he gained experience in operations, financial planning, and long-term business strategy across several Northeastern states.
In 2012, Datta entered the financial services industry with Merrill Lynch in Southlake, Texas. He later worked at Edward Jones from 2015 to 2025. In 2025, he became a Senior Financial Advisor at Adson Wealth Partners.
His practice focuses on retirement planning, portfolio management, tax-aware strategies, insurance solutions, and business retirement plans. He works with individuals, families, and business owners. Datta is licensed in multiple states and holds a California insurance license. Outside of his professional work, he is a published poet and playwright.
Areas of Focus
Career Background
I-2/BPST
Education
Media

Press
Awards & Recognition
- U.S. Patent 4,904,377 – Sifting Apparatus – United States Patent and Trademark Office – Issued February 27, 1990
Licenses & Certifications
- California Insurance License (0M57153) – State of California
- Licensed Financial Advisor – Resident State: Texas
Charities & Volunteering
- Grace Grapevine – Community involvement
Frequently Asked Questions
What does Goutam Datta do?
Goutam Datta is a Senior Financial Advisor and co-founder of Adson Wealth Partners, a Wells Fargo Financial Network company based in Coppell, Texas. His practice focuses on retirement planning, portfolio management, tax-aware strategies, insurance solutions, and business retirement plans for individuals, families, and business owners.
What is Goutam Datta known for?
Datta is known for his career shift from engineering and business ownership into financial services, entering the industry with Merrill Lynch in 2012 before working at Edward Jones and later co-founding Adson Wealth Partners. He also holds a 1990 U.S. patent for a sifting apparatus and is a published poet and playwright.
Where is Goutam Datta based?
Goutam Datta is based in Coppell, Texas.
Where did Goutam Datta study?
Datta earned a Master of Science in Chemical Engineering from the New Jersey Institute of Technology, studied finance at Rutgers University, and holds a Bachelor of Science in Chemical Engineering from Jadavpur University.
Who does Goutam Datta work for?
Goutam Datta works for Adson Wealth Partners, a Wells Fargo Financial Network company.
Last updated July 23, 2026