FOR IMMEDIATE RELEASE
DAVIN CAREY, BOB CAREY & TOM HANNA ATTEND HD VEST’S ELITE RETREAT NETWORKING CONFERENCE
Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice
November 11, 2017, 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 Services®. HD Vest is a leading independent broker-dealer, empowering holistic tax and wealth management-based financial advice through a network of over 4,400 independent Advisors across the country. Davin, Bob, and Tom qualified to attend the conference in Scottsdale, Arizona with over 200 Advisor peers, November 13-16.
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.”
Bob Oros, CEO of HD Vest, said, “We were thrilled to host Davin, Bob, and Tom at our 2017 Elite Retreat Conference in Scottsdale, AZ. These Advisors have all shown enormous initiative in continuing to develop professionally, learn from others in our industry, and share their personal and unique experiences to work toward a common goal. We walked away energized and are looking forward to carrying that energy through 2018.”
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 firms2 we have over 4,400 independent contractors, who manage over $40 billion in assets for individuals, families and small businesses in all 50 states.3
1Premium Advisors are those who have a rolling gross of $100,000 over a 12-month period.
2Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
3As of January 1, 2017
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
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