FOR IMMEDIATE RELEASE CONTACT: Davin Carey
LOCAL FINANCIAL PROFESSIONAL RECOGNIZED
AS A PACESETTER BY NATIONAL FIRM
October 2, 2017, Oxnard, CA — Davin Carey, a financial services professional in Oxnard, was recognized as a Pacesetter by HD Vest Financial Services®. Davin qualified with 37 other Pacesetters for the 2017 Pacesetters’ Meeting, held in Southlake, Texas September 18-20, 2017. The meeting was hosted by Allianz, AXA, Brighthouse Financial, Great-West Financial, Jackson National, Lincoln Financial, Protective Life, and Sammons. HD Vest is one of the oldest and largest independent financial services firms specializing in training and supporting tax professionals.
HD Vest Financial Services Pacesetters is a company-wide program designed to recognize
HD Vest Advisors at various stages of their investment planning practice for their commitment to providing clients with investment-planning tools and strategies that will help them work toward a brighter financial future. By recognizing a range of categories, Advisors at all levels of success and tenure are included and can learn from each other. The goal of the Pacesetters’ Meeting is to celebrate the Pacesetters’ success, share successful ideas and strategies, as well as case studies presented by the hosting partners, and build valuable relationships with other Pacesetter Advisors.
Carey heard HD Vest, industry updates, and case studies from HD Vest Wealth Planning Strategist Chad Smith, Annuity Specialist Aaron Runyon, and educational speakers from each of the hosting partners.
“Pacesetters is a unique program at HD Vest. It’s our priority to create and support a like-minded community of Advisors who have excelled in their field but who may be at very different points in their careers — from new Advisors to those who have been helping clients for over 20 years,” said Bob Oros, CEO of HD Vest. “Our Pacesetter Advisors learn a lot from each other because they each share their unique expertise in providing the most appropriate and best possible financial solutions to their clients.”
Davin serves 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, Inc.
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 firms1, with 4,600 independent contractors managing over $37 billion in assets for individuals, families and small businesses in all 50 states.2
1Think Advisor 2015 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of January 1, 2016
Carey & Hanna | Tax & Wealth Planners is not a registered broker/dealer or independent investment advisory firm.
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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