DAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL
Oxnard Local Provided Strategic Counsel to Tax-Focused Independent Broker-Dealer During Meeting at Company’s Headquarters
Oxnard, CA – May 29, 2019 – Davin Carey based in Oxnard, CA recently attended a meeting as an esteemed member of the 2019 HD Vest Advisor Council – an advisory group hand-selected by leadership of HD Vest, the pioneer of Tax-Smart Investing and a wholly owned subsidiary of Blucora, Inc. (NASDAQ:BCOR).
The council is composed of 12 HD Vest-affiliated advisors who have exemplified excellent leadership in both their business and communities. They help shape HD Vest’s strategic plan, further strengthening the company’s client and advisor experience by drawing on their expertise and insight.
The most recent Advisor Council meeting took place in Irving, TX, near HD Vest headquarters, from May 28-29, 2019. Davin joined the 11 other council members to discuss the latest industry trends, technology and tools.
Davin said, “Serving on this council has been a great opportunity to collaborate with HD Vest leadership on how to further empower our strong network of advisors to provide their clients with personalized experiences and tax-smart, holistic financial management. The conversations held over the past few days regarding the future of our profession – one that is rapidly evolving with the introduction of new technologies and solutions to better serve clients – were filled with insights that I’m looking forward to bringing back with me to Carey & Hanna | Tax & Wealth Planners. I am excited to be a part of this council to help shape the future of HD Vest.”
Scott Rawlins, President of HD Vest, said, “With their hands-on knowledge of what makes a meaningful difference for advisors and clients, our Advisor Council has long been an invaluable resource to the HD Vest leadership team. I enjoyed the opportunity to interact with Davin and the other council members. Their input is crucial when it comes to addressing the needs of their clients and molding our vision going forward.”
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. We have over 3,700 independent contractors, who manage over $46 billion in assets for individuals, families, and small businesses in all 50 states1. Ranked as one of the top 15 independent broker-dealer firms2, we know what it takes to make your practice flourish. For more information, please visit www.hdvest.com.
1As of June 30, 2018
2Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
6333 North State Highway 161, Fourth Floor, Irving, Texas 75038 | (972) 870-6000 | HDVEST.COM
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®, Insurance services offered through HD Vest Insurance Agency LLC.