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HD Vest Financial Services® to be Renamed as Avantax Wealth Management℠
Firm Offers Tax-Smart Investing Strategies to Advisors and the Clients They Serve September 9, 2019—HD Vest Financial Services®, my firm’s wealth management support and services provider, is being renamed Avantax Wealth ManagementSM effective Sept. 16, 2019. This move is designed to bring broader awareness to the company’s Tax-Smart wealth management approach, providing tax-focused services with proprietary tools and software.
With the new Avantax Wealth ManagementSM brand, Blucora plans to unify its two wealth management divisions, HD Vest and 1st Global. The move will add scale and expand the company’s established tax-focused financial services footprint by creating the largest, most capable tax-focused wealth management community in the country. HD Vest and 1st Global have a total of 4,200 affiliated advisors, who oversee more than $67 billion in client assets.
“With the launch of Avantax, we are creating a powerful brand for HD Vest and 1st Global that aims to redefine what Tax-Smart wealth management means,” said Blucora President of Wealth Management Enrique Vasquez. “Each year investors give up 1-2 percentage points of performance to taxes - we look forward to working with our advisors to help them elevate their businesses, communicate the importance of a tax-focused approach and most importantly provide better solutions and results for clients.”
A driving principle of Avantax Wealth Management is that the key to long-term financial success lies at the intersection of taxes and wealth management – and will seek to provide affiliate firms with the support and capabilities needed to deliver tax-smart financial services. The Avantax Tax-Smart approach will help address the client’s goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
“Unlike the broader financial industry, which treats taxes as a once-a-year event, we believe that most financial decisions, at their core, are tax decisions,” said Blucora President and CEO John Clendening. “With this unification and rollout of new tools, Blucora, the first and largest tax-focused financial provider, further strengthens its position and ability to provide clients with integrated tax-focused wealth management.”
HD Vest Financial Services® will be rebranded to Avantax Wealth Management on Sept. 16, 2019. After this date, clients will see communications and statements referencing Avantax Investment ServicesSM for securities and investment products and Avantax Advisory ServicesSM for investment advisory services. These are each part of the Avantax Wealth Management family. All clients will also soon receive a notification mailing from Blucora Wealth Management President Enrique Vasquez.
About Avantax Wealth Management℠ (Effective Sept. 16, 2019)Avantax Wealth ManagementSM (which will comprise Blucora’s Wealth Management business and includes HD Vest and 1st Global) will offer a tax-focused approach for comprehensive financial planning. Through its Tax-Smart approach, Avantax will help advisors leverage the tax preparation process to identify financial growth opportunities for their clients. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Avantax will use technology, tax and wealth management insights to uncover tailored opportunities across our clients’ financial lifecycles in an effort to deliver optimal returns.
The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.
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® Insurance services offered through HD Vest Insurance Agency LLC. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Wehring HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM
Top HD Vest Advisors from across the nation come together at annual event
Bellville, Texas –August 15, 2019—Charlene Wehring, based in Bellville, Texas, was recognized by HD Vest at its recent Premier Advisors’ Forum. As part of the top 15 performing Advisors, she was also selected for membership in the forum’s prestigious President’s Advisory Council.
As part of the Premier Advisors’ Forum, which took place at Grand Wailea in Maui, Hawaii, from July 29 to August 3, 2019, Charlene joined with other HD Vest-affiliated Advisors in a variety of events — including educational and networking meetings, along with an awards ceremony and dinner.
Charlene said, “Attending the Premier Advisors’ Forum and being selected for the President’s Advisory Council was such an amazing experience. I was able to meet with peers from around the country, as well as HD Vest executives, while also learning from industry experts in the field. It was an honor to attend an event like this, and celebrate my fellow Advisors and their accomplishments.”
“The Premier Advisors Forum allows us to celebrate our Advisors’ success,” said Enrique Vasquez, President of HD Vest. “These Advisors are consistently outpacing their goals through their ongoing commitment to their clients and to their profession. Their excellence in client service and loyalty is an inspiration to everyone in the financial industry.”
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, we have over 3,500 independent contractors, who manage over $45 billion in assets for individuals, families and small businesses in all 50 states.
 An Advisor qualifies for recognition as a member of the Premier Advisor’s Forum by being among the 15 HD Vest Advisors with the highest rolling gross production in a 12-month period
 Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
 As of June 5, 2019
Charlene Wehring CHOSEN TO SERVE ON THE HD VEST ADVISOR COUNCIL
Bellville, Texas Local Tapped to Provide Strategic Counsel to Tax-Focused Independent Broker-Dealer
Bellville, TX – April 30, 2019 – Charlene Wehring, based in Bellville, TX, was chosen by HD Vest, a wholly owned subsidiary of Blucora, Inc. (NASDAQ: BCOR), to be a member of the 2019 HD Vest Advisor Council.
Headquartered in the Greater Dallas, Texas area, HD Vest is a leading independent broker-dealer focused on empowering advisors to deliver holistic financial advice that encompasses wealth management solutions.
The Advisor Council was formed to obtain strategic feedback from key advisors to improve the HD Vest client and advisor experience while helping to shape the future strategy of the firm. The council is composed of a select group of twelve HD Vest-affiliated advisors from across the country, who will serve three-year terms. Each council member will participate in bi-annual meetings, with the next meeting taking place in May 2019.
Wehring joins the eleven other council members to engage in discussions about industry trends and provide guidance to the HD Vest executive leaders.
“It’s an honor to be chosen for the HD Vest Advisor Council,” said Wehring. “I look forward to collaborating with my fellow advisors from all around the country, and sharing thoughts and ideas with HD Vest leadership. I believe our efforts will play a significant role in the future of the company.”
Scott Rawlins, President of HD Vest, said, “Since its inception, the Advisor Council has given us such a great opportunity to gain insight from an incredibly talented group of advisors. HD Vest is looking forward to working with Charlene so that we can continue to develop tax-smart financial solutions for the future of our profession.”
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. We have over 3,700 independent contractors, who manage over $46 billion in assets for individuals, families, and small businesses in all 50 states1. Ranked as one of the top 15 independent broker-dealer firms2, we know what it takes to make your practice flourish. For more information, please visit www.hdvest.com.
1As of June 30, 2018 2Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
6333 North State Highway 161, Fourth Floor, Irving, Texas 75038 | (972) 870-6000 | HDVEST.COM
HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD est name. Securities offered through HD Vest Investment Services®, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services®, Insurance services offered through HD Vest Insurance Agency LLC.
Charlene Wehring RECOGNIZED AS A FIELD LEADER BY HD VEST FINANCIAL SERVICES®
May 29, 2018, Bellville, TX — Charlene Wehring, a financial services professional in Bellville has been recognized as a Field Leader by HD Vest Financial Services®. Wehring attended the 2018 Field Leader Conference, which was hosted at Four Seasons Dallas at Las Colinas, Texas, in May 2018.
Headquartered in the greater Dallas, Texas, area, HD Vest is a leading independent broker-dealer empowering holistic wealth management-based financial advice through leading independent advisors across the country.
The annual Field Leader Conference honors Chapter Directors and Mentors who guide other financial advisors as they grow in the industry. The HD Vest Chapter Program offers a unique opportunity for HD Vest Advisors to network with other HD Vest Advisors and receive valuable training to grow their investment planning practices, guided by encouraging regional Chapter Directors. The Mentor Program is designed to provide one-on-one personalized guidance in goal setting and sales presentation skills for Protégé Advisors who are new to HD Vest and/or financial services, guided by experienced Mentor Advisors.
As part of the annual Field Leaders Conference, Wehring joined with other leading HD Vest-affiliated Advisors in sessions about new client portals, enhanced planning tools, training modules, and change management. Charlene said, “It was an honor to attend the Field Leader Conference. The event was a great resource for networking with peers from around the country, meeting with HD Vest executives, and previewing some of the exciting opportunities ahead of us.
Scott Rawlins, President of HD Vest, said, “The content at this year’s Field Leader Conference highlighted the new digital tools and platforms that will launch for Advisors in September. Charlene left the conference feeling excited and empowered to become a change champion for all of our 2018 initiatives.
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 4,000 independent contractors, who manage over $44 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 March 1, 2018