DAVIN CAREY, TOM HANNA, AND BOB CAREY HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM
Annual Event Brings Together HD Vest’s Top 75 Performing Advisors from Across the Nation
Ventura, CA –July 30, 2015—Bob, Tom, and Davin based in Ventura, CA were recognized by HD Vest at its recent Premier Advisors’ Forum as one of HD Vest’s most successful Advisors.
Headquartered in the Greater Dallas, Texas, area, HD Vest is a leading independent broker-dealer focused on empowering holistic financial advice that encompasses wealth management solutions.
The Premier Advisors’ Forum is an annual event that honors HD Vest’s top 75 performing Advisors from across the country and brings together the firm’s senior executives and leading financial industry educational partners.
As part of the Premier Advisors’ Forum, which took place at Four Seasons Resort Nevis, West Indies, from July 25-28, Bob, Tom, and Davin joined with other leading HD Vest-affiliated Advisors in educational meetings and networking events, along with an awards ceremony and dinner.
Davin said, “It was an honor to attend Premier Advisors’ Forum. I found the event to be a great resource for networking with peers from around the country and to meet firsthand with HD Vest executives, while also learning from industry experts in the field.”
Roger Ochs, President and CEO of HD Vest, said, “Every year I look forward to our Premier Advisors’ Forum and the opportunity to meet with our most successful Advisors and personally congratulate them. Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service is an inspiration for other Advisors in our firm, and indeed, throughout the financial industry.”
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 nearly 5,000 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 www.hdvest.com.
HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.
Advisory services offered through HD Vest Advisory ServicesSM
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000