ERIC AYERSMAN ATTENDS CONNECT2014, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS
Conference Brings Together Top Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions
South Charleston, WV -June 20, 2014—Eric Ayersman attended CONNECT2014, HD Vest’s annual national conference. HD Vest Investment ServicesSM, the leading independent broker-dealer empowering holistic wealth management-based investment services, hosted over 1,500 participants as part of CONNECT2014, which took place in Denver, CO, from June 4-7, and featured HD Vest’s unique focus on supporting independent advisors who integrate tax solutions with financial planning services.
CONNECT2014 included a thought-provoking line-up of speakers, highlighted by industry experts and noted commentators such as Andy Friedman, Principal, The Washington Post, and provided one-of-a-kind opportunities to network with thought leaders from across the industry. The event also included interactive educational workshops and breakout sessions, as well as the opportunity to meet with 26 financial product firms to discuss some of the latest ideas encompassing a wide range of wealth management solutions.
“It was an honor to attend CONNECT2014. I found the event to be an invaluable resource for networking with peers from around the country and, perhaps most importantly, to learn firsthand from HD Vest executives and industry experts regarding best practices related to the successful integration of sound tax and investment advice into one wealth management solution aimed at helping our clients to pursue their long-term financial goals,” said Eric Ayersman.
“We thank all of our Advisors for their participation in our annual national conference. It is extremely important to us at HD Vest that our affiliated Advisors have the opportunity to gather together on an annual basis to hear about industry-wide best practices, learn from one another, and stay abreast of the latest industry developments. At HD Vest, we’ve built a unique culture that is based on a like-minded community of Advisors who are there to help one another and share experiences. Fundamentally, CONNECT2014 underscores our unique value proposition in empowering holistic financial and tax guidance for the sake of providing the best possible financial solutions to our independent advisors’ end clients,” said Roger Ochs, President and CEO of HD Vest.
About HD Vest Financial ServicesSM
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 number 20 in Financial Planning magazine’s 2013 list of top independent broker/dealers across the nation. HD Vest is headquartered in the Greater Dallas area, in Irving, Texas. For additional information, please visit www.hdvest.com.
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