Justin Mitchell Attends First Meeting As HD Vest Advisor Council
Justin Mitchell, based in Hutchinson, Kansas, recently attended a meeting as a distinguished member of the 2017 HD Vest Advisor Council.
Headquartered in the Greater Dallas, Texas, area, HD Vest Financial Services® is a leading independent broker-dealer focused on empowering holistic financial advice that encompasses wealth management solutions incorporating tax-optimized strategies.
Members of the Advisor Council are chosen after a rigorous selection process and represent the firm’s financial advisors in all 50 states. The council is composed of 12 HD Vest-affiliated Advisors who have demonstrated great leadership in their business and in their communities.
The role of the council is to gain valuable insight from successful advisors to help shape HD Vest’s strategic plan and continue to evolve HD Vest’s client and advisor experience for the future.
The recent Advisor Council meeting took place in Irving, TX, near HD Vest headquarters, from May 23-24. Mitchell joined the 11 other council members to participate in discussions about industry trends, technology, and tools.
Mitchell said, “Serving on this council has been a great opportunity to collaborate with HD Vest leadership and to aid in enhancing the relationship Advisors have with HD Vest. The conversations held over the past few days regarding new and exciting technology have been inspirational. I am excited to see where this council’s insight leads HD Vest.”
Bob Oros, CEO of HD Vest, said, “I enjoyed the opportunity to connect with and learn from this select group of Advisors. The insight Justin Mitchell and the other council members provided 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 4,400 independent contractors, who manage over $40 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 January 1, 2017
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®, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.