DAVIN CAREY, BOB CAREY, TOM HANNA, CHRIS SULLIVAN, AND MICHELLE NELSON ATTEND CONNECT2018TM, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS
Conference Brings Together Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions
Oxnard, CA –July 18, 2018—Davin, Bob, Tom, Chris and Michelle attended CONNECT2018, HD Vest’s annual national conference. HD Vest Investment Services®, the leading independent broker-dealer empowering holistic wealth management-based investment services, hosted more than 1,200 advisors, exhibitors, and other partners as part of CONNECT2018, which took place in New Orleans, from June 25 - 28, and highlighted HD Vest’s unique focus on supporting independent Advisors who integrate tax solutions with financial services.
CONNECT2018 provided one-of-a-kind opportunities to network with thought leaders from across the industry and included a New Orleans-themed line-up of speakers and entertainment, including The Preservation Hall Jazz Band, Walter Isaacson, and Drew Brees. The event also included interactive educational workshops and breakout sessions to discuss some of the latest ideas and solutions to help advisors revitalize the client experience.
“It was an honor to attend CONNECT2018. I found the event to be an invaluable resource for networking with peers from around the country and learning firsthand from HD Vest executives and industry experts. We shared best practices related to the successful integration of tax and investment advice, as well as previewed the exciting opportunities and technology coming to our firm in September,” said Davin.
“In today’s world, clients expect us to deliver more products and services in faster, innovative ways,” said Bob Oros, CEO of HD Vest. “We are excited to give our Advisors the tools and services to not only deepen the relationships with their clients, but also to remain relevant in an industry that is evolving every day.”
About HD Vest Financial Services®
Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 15 independent broker-dealer firms,1 we have over 4,000 independent contractors, who manage over $44 billion in assets for individuals, families and small businesses in all 50 states.2
1Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of March 1, 2018
HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name. Securities offered through HD Vest Investment Services®, Member FINRA/SIPC, Advisory services offered through HD Vest Advisory Services®, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000.
P.S. Check out this very cool highlight reel from the conference! Davin has a cameo!