DAVIN CAREY, BOB CAREY, AND TOM HANNA ATTEND HD VEST’S ELITE RETREAT NETWORKING CONFERENCE
Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice
November 8, Oxnard, CA — Davin Carey, Bob Carey, and Tom Hanna, financial services professionals in Oxnard, CA, recently attended the Elite Retreat conference hosted by their broker-dealer, HD Vest Investment ServicesSM. HD Vest is a leading independent broker-dealer, empowering holistic tax and wealth management-based financial advice through a network of over 4,600 independent Advisors across the country. Davin, Bob, and Tom qualified to attend the conference in Scottsdale, Arizona with over 200 Advisor peers, November 2-5.
HD Vest Elite Retreat is a networking and learning event for premium Advisors1 focused on peer-to-peer idea sharing. Attendees participated in interactive share shops, heard informative sessions led by the HD Vest executive leadership team and keynote speakers. The goal of Elite Retreat is to explore ways to create a unique, indispensable and repeatable process to offer clients ongoing personalized financial services.
“It was an honor to qualify for and attend HD Vest’s Elite Retreat, where I had the opportunity to hear from the HD Vest leadership team about new resources I can to leverage to better assist my clients,” said Davin. “I also discussed with my peers what clients are looking for and ways I can meet their needs not only today, but well into the future.”
Roger Ochs, CEO of HD Vest, said, “We were pleased to host Davin, Bob, and Tom at our 2016 Elite Retreat Conference in Scottsdale, AZ. This is an event our premium Advisors look forward to each year as they share a common commitment to providing their clients with top of the line service starting with taxes, defining and prioritizing wealth management issues, creating a plan and then bringing that plan to life. They have all shown enormous initiative in continuing to develop professionally, learn from others in our industry and share their own experiences to work toward a common goal.”
Davin, Bob, and Tom serve the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, stocks, bonds, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multigenerational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans.
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 20 independent broker-dealer firms2, with 4,600 independent contractors managing over $37 billion in assets for individuals, families and small businesses in all 50 states.3
1”Premium Advisors” are defined as HD Vest Advisors with over $100,000 in rolling gross production.
2Think Advisor 2015 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of January 1, 2016
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 ServicesSM, Member: SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000
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