The H.D. Vest Story

H.D. Vest Financial Services was founded in 1983. Herb D. Vest, founder, recognized that tax professionals — already intimately familiar with their client's financial situations — were uniquely positioned to provide financial solutions to clients. A CPA himself, Herb built H.D. Vest to help tax professionals obtain the training, support and knowledge to identify their clients' investment needs and provide solutions that best fit their overall financial goals. He revolutionized the financial services industry, paving the way for tax professionals nationwide to offer comprehensive tax and investment planning advice to their clients.

Today, H.D. Vest remains the nation's leader in the growing market for investment and financial planning services. Over 5,500 independent H.D. Vest Advisors collectively manage over $18 billion in assets and provide investment and tax advice to over 3 million individuals and small businesses in all 50 states. President Roger Ochs, recognized as one of the "Top 10 Names to Know in Financial Planning" by Accounting Today, continues to pursue Herb's vision of providing innovative solutions and the latest tools and technology to help H.D. Vest Advisors meet the needs of their clients.

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. H.D. Vest provides its Advisors with access to a full array of financial solutions, making it possible for them to objectively help clients invest their assets, plan for their retirement, prepare to send their children to college, and manage financial risks.

H.D. Vest is a wholly owned, non-bank subsidiary of Wells Fargo & Company. 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.

Since 1852 Wells Fargo has been helping its customers succeed financially. Wells Fargo has been connecting one market to another, connecting people with people, connecting people with information and their wealth. Through this relationship, H.D. Vest offers its Advisors the financial strength of Wells Fargo, along with the comprehensive investment solutions, dedicated home office support, and leading-edge technology that characterize H.D. Vest. This combination positions H.D. Vest and its independent Advisors to meet their clients' needs now and into the future.