Our Affiliation with H. D. Vest

There were many reasons I chose to work with H. D. Vest as my broker-dealer.  One of the main reasons is their commitment to working with tax professionals and the opportunities they provide for continuing education of their representatives.  Unlike many investment firms, H. D. Vest has no proprietary products and allows their representatives to choose whichever product best suits the client’s needs.  As a wholly owned, non-bank subsidiary of Wells Fargo and Company, H. D. Vest has a variety of resources and wide array of financial products.

As an H. D. Vest Advisor, Cathy Bowen can implement your personalized financial plan by choosing from a wide universe of mutual funds, individual stocks and bonds held within a brokerage account, annuities, long term care insurance, disability insurance and life insurance.  

Headquartered in Irving, Texas, H.D. Vest has over 300 home office employees dedicated to providing H.D. Vest Advisors with some of the industry's best training, technology, investment tools, and financial planning know-how and brokerage support.  Wells Fargo (NYSE: WFC) is a diversified financial services company - providing banking, insurance, wealth management and estate planning, investments, mortgage and consumer finance - for more than 23 million customers through 6,200 stores, the Internet and other distribution channels across North America and internationally. Wells Fargo has $482 billion in assets under management and 153,000 team members.