FOR IMMEDIATE RELEASE CONTACT: (Advisor Name)
(Local Phone Number)
[NAME OF LOCAL FINANCIAL PROFESSIONAL] RECOGNIZED
FOR EXCELLENCE IN CLIENT SERVICE BY LEADING INDEPENDENT BROKERAGE FIRM,
HD VEST INVESTMENT SERVICESSM
Recognition as “Pacesetter” by National Brokerage Firm Reflects Individual Commitment to Helping Clients Reach a Brighter Financial Future
(Date, City, State) — (Advisor’s Full Name), a financial services professional in (City), has been recognized as a Pacesetter by HD Vest Investment ServicesSM. HD Vest Investment ServicesSM is the leading independent broker-dealer empowering holistic tax and wealth management-based financial advice through leading independent advisors across the country. (Advisor NAME) is qualifying with 55 other Pacesetters for the 2014 Pacesetters Assembly, which will be hosted by OppenheimerFunds in Dallas, Texas, October 20 – 21, 2014.
HD Vest Pacesetters is a company-wide program designed to recognize HD Vest-affiliated advisors at various stages of their investment planning practice for their commitment to providing clients with investment services and strategies that will help them work toward a brighter financial future. By recognizing a range of categories, advisors at all levels of success and tenure are included and can learn from each other. The goal of the Pacesetters Assembly is to celebrate the Pacesetters’ success, share successful ideas and strategies, meet with representatives from this year’s host sponsor, OppenheimerFunds, and build valuable relationships with other Pacesetter Advisors.
(Advisor Name) will hear educational speakers from OppenheimerFunds’ speak on industry updates and planning ideas. Featured speakers from OppenheimerFunds include Brian Levitt, Senior Economist; Charles Anderson, Client Portfolio Manager, SteelPath; Paul Blease, Director of CEO Advisor Institute; Robert Kinsey, Senior Client Portfolio Manager, Taxable Fixed Income Team; Michelle Borre, Portfolio Manager, Capital Income Fund, as well as sales ideas from Brian Perkes, Senior Advisor Consultant and Nick Cirbo, Senior Advisor Consultant. The attendees will also hear updates from HD Vest President & CEO Roger Ochs and National Sales Manager Scott Rawlins.
Roger Ochs, President and CEO of HD Vest, said, “We are delighted to support [Advisor Name], together with all of the independent advisors who have been recognized as Pacesetters by our firm. This is a unique recognition of advisors who have excelled in their field, but who may be at very different points in their careers — from new advisors to those who have been helping clients for over 20 years. What each of these advisors has in common with one another is an unswerving commitment to outstanding client service, the willingness to deliver truly holistic financial advice to clients in need of both tax and wealth management solutions, and the potential to professionally develop themselves and others by learning from, and sharing with, their peers within the Pacesetter program. We are very pleased to partner this year with OppenheimerFunds to host this year’s Pacesetters Assembly.”
This last paragraph should be customized as needed and can include education, designations, services, etc. – must be compliance approved before sending to publications. This is only an example:
(Advisor’s Name) has been an Advisor with HD Vest since (year). (He/She) has owned (business name), in (City), since (year). (Name) graduated from (College) with a degree in (speciality) and received the (designation) in (year).
(Advisor name) serves 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 Investment ServicesSM
HD Vest Investment Services 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 Investment Services is headquartered in the Greater Dallas area, in Irving, Texas, and is wholly-owned by HD Vest Financial Services. For additional information, please visit www.hdvest.com.
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NOTE: Please submit press release with your personal information to HD Vest’s Advertising Compliance department for final approval prior to media distribution. This ensures compliance with FINRA auditing guidelines.