Broker Check

(805) 644-0697
Building better lives through exceptional tax and wealth planning

HDVest 2015 National Conference

| June 23, 2015
Share |

DAVIN CAREY, BOB CAREY, TOM HANNA, AND CHRIS SULLIVAN ATTENDS CONNECT2015, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS

Conference Brings Together Top Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions

Ventura, CA –June 23, 2015—Davin, Bob, Tom, and Chris attended CONNECT2015, HD Vest’s annual national conference. HD Vest Investment ServicesSM, the leading independent broker-dealer empowering holistic wealth management-based investment services, hosted over 1,600 participants as part of CONNECT2015, which took place in Dallas, TX, from June 16-19, and featured HD Vest’s unique focus on supporting independent advisors who integrate tax solutions with financial planning services.

CONNECT2015 included a thought-provoking line-up of speakers, highlighted by industry experts and noted commentators such as President George W. Bush, and provided one-of-a-kind opportunities to network with thought leaders from across the industry. The event also included interactive educational workshops and breakout sessions, as well as the opportunity to meet with 125 financial product firms and exhibitors to discuss some of the latest ideas encompassing a wide range of practice management and wealth management solutions.

“It was an honor to attend CONNECT2015. I found the event to be an invaluable resource for networking with peers from around the country and, perhaps most importantly, to learn firsthand from HD Vest executives and industry experts regarding best practices related to the successful integration of sound tax and investment advice into one wealth management solution aimed at helping our clients to pursue their long-term financial goals,” said Davin.

“We thank all of our Advisors for their participation in our annual national conference. It is extremely important to us at HD Vest that our affiliated Advisors have the opportunity to gather together on an annual basis to hear about industry-wide best practices, learn from one another, and stay abreast of the latest industry developments. At HD Vest, we’ve built a unique culture that is based on a like-minded community of Advisors who are there to help one another and share experiences. Fundamentally, CONNECT2015 underscores our unique value proposition in empowering holistic financial and tax guidance for the sake of providing the best possible financial solutions to our independent advisors’ end clients,” said Roger Ochs, President and CEO of HD Vest.


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 solutions including securities, insurance, money management services, and banking solutions. Ranked as one of the top 20 independent broker-dealer firms,1 we know what it takes to make your practice really flourish. Approximately 4,500 independent contractors manage over $37 billion in assets for individuals, families and small businesses in all 50 states.2  

1Investment Advisor 2014 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.

2As of January 1, 2015

*Subject to appropriate licensing. Not all HD Vest Advisors are licensed to offer all products or services, including investment advisory or financial planning services.

HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name. HD Vest Investment ServicesSM does not provide tax or legal advice. Investors should consult with their tax or legal advisor regarding their specific situation.

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

 

Share |