Contact:
Davin Carey
805-644-0697
Davin.Carey@TaxWealthPlan.com
DAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL
Oxnard, CA –December 5, 2018 Davin Carey based in Oxnard, CA, recently attended a meeting as a distinguished member of the 2018 HD Vest Advisor Council. The council is composed of 12 HD Vest-affiliated Advisors who have demonstrated great leadership in their business and in their communities. They help shape HD Vest’s strategic plan and improve 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 December 3-4. Davin joined the 11 other council members to participate in discussions about industry trends, technology, and tools.
Davin said, “Serving on this council has been a great opportunity to collaborate with HD Vest leadership. The conversations held over the past few days regarding the future of the profession have been inspirational. I am excited to see where this council’s insight leads HD Vest.”
Scott Rawlins, President of HD Vest, said, “The Advisor Council has given us such a great opportunity to gain insight from an incredibly talented group. I enjoyed the opportunity to interact with Davin and the other council members. Their input is invaluable when it comes to the needs of their clients and shaping 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. Ranked as one of the top 15 independent broker-dealer firms,1 we have over 3,700 independent contractors, who manage over $45 billion in assets for individuals, families and small businesses in all 50 states.2
1Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of June 30, 2018