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HD Vest 2015 Elite Retreat

HD Vest 2015 Elite Retreat

November 16, 2015



Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice

November 16, 2015, Oxnard, CA — Davin Carey, Tom Hanna, and Bob Carey, financial services professionals in Oxnard, CA, recently attended the Elite Retreat conference hosted by their broker-dealer, HD Vest Investment ServicesSM. HD Vest is a leading independent broker-dealer, empowering holistic tax and wealth management-based financial advice through a network of over 4,600 independent Advisors across the country. As a top Advisor, Davin, Tom, and Bob qualified to attend the conference in Scottsdale, Arizona with over 200 Advisor peers, November 9-12.

HD Vest Elite Retreat is a networking and learning event for premium top Advisors 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.”

Roger Ochs, President & CEO of HD Vest, said, “We were pleased to host Davin, Tom, and Bob at our 2015 Elite Retreat Conference in Scottsdale, AZ. This is an event our top Advisors look forward to each year as they share a common commitment to providing their clients with top of the line service starting with taxes, defining and prioritizing wealth management issues, creating a plan and then bringing that plan to life. They have all shown enormous initiative in continuing to develop professionally, learn from others in our industry and share their own experiences to work toward a common goal.”

Davin, Tom, and Bob serve 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 Financial Services®

HD Vest is a leading, privately-owned independent broker/dealer empowering the delivery of holistic and objective financial advice through a network of Advisors whose roots began and continue as tax professionals. HD Vest provides tailored training, practice management support, turnkey asset management solutions and comprehensive technology platforms to over 4,600 trusted independent Advisors across all 50 states, as well as facilitating opportunities to share best practices and obtain peer group mentoring. The firm is ranked as one of the top 20 independent broker-dealers in Investment Advisor’s 2014 Broker-Dealer Reference Guide. HD Vest is headquartered in the Greater Dallas area, in Irving, Texas. For additional information, please visit

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