These five Advisors (referred to as “Wealth Magnets” by editor-in-chief of Accounting Today and Tax Pro Today Daniel Hood) were determined to be “particularly attuned to the tax issues related to financial planning.” Davin Carey, in particular, was interviewed by Hood and spoke eloquently on the impact of tax reform. “Without proper advice and strategies, clients could be in for a big shock next April,” Davin said in his interview. “We are proactively . . . helping clients understand what deductions they’ve lost but also what opportunities are out there to gain from.” It’s this type of dedication that truly represents the values of HD Vest.
We’d like to offer special congratulations to Jack, Davin, Matthew, Elizabeth and Larry!