H.D. Vest Honored with Financial Planning Award for Sixth Straight Year
For Immediate Release
PR Contact: Susan Patrick
H.D. Vest Communications Consultant
(972) 870-6149
susan.h.patrick@wellsfargo.com
www.hdvest.com
IRVING, TEXAS (April 1, 2009) – H.D. Vest Financial Services® was recently honored with its sixth financial planning award from the editors of Accounting Today, WebCPA.com, Practical Accountant and CPA Wealth Provider. H.D. Vest is one of the oldest and largest independent financial services firms specializing in training and supporting tax professionals.
H.D. Vest was recognized as one of five winners in the broker/dealer category. Specifically, the award mentioned H.D. Vest’s roll out of the 8 Wealth Management IssuesSM process to all Advisors and the redesign of Financial Planning Institute, its new Advisor training program.
“We appreciate the editors of the Source Media accounting publications for taking the time and making the effort to recognize firms in the investment industry for their innovations. The fact that these are accounting trade publications recognizing firms in the investment arena speaks volumes to the opportunity for tax professionals to leverage their tax knowledge to help their clients work toward financial goals. We can all learn from each other’s best practices,” said Roger Ochs, president of H.D. Vest.
Over 60 firms were nominated by readers for three different categories, of which 16 winners were selected by the editors along with several firms that received honorable mentions. The award recognition for H.D. Vest appears in the April 2009 edition of CPA Wealth Provider, a supplement to the April Practical Accountant, Accounting Today and Accounting Technology magazines.
About H.D. Vest, Inc.
Based in Irving Texas, since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who distribute comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 5,400 independent contractors manage over $30 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001.
Securities offered through H.D. Vest Investment ServicesSM , Member SIPC,
Advisory services offered through H.D. Vest Advisory ServicesSM ,
non-bank subsidiaries of Wells Fargo & Company,
6333 N. State Highway 161, Suite 400, Irving, TX 75038 (972) 870-6000.


