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.  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.