Chau Haner

As Head of Marketing at HD Vest, Chau oversees multiple initiatives and marketing programs that optimize advisor’s marketing efforts, including campaigns, lead generation, digital and offline messaging. Additionally, Chau manages the optimization of advisor recruiting marketing to drive thought leadership, research and brand awareness.

Chau comes with 18 years’ experience in strategic, digital, content, and integrated marketing—with a majority of it in financial services. Chau was previously at LPL Financial for over 8 years, where she provided marketing consultations that aligned with advisor and financial institution goals. Her efforts helped advisors grow their brand, develop marketing and social media strategies, and educate advisors on how to effectively use various resources.

Chau talks to advisors regularly and takes pride in understanding their business, needs, as well as their pain points. This enables her to help develop new marketing programs and solutions for advisors—and something that can be offered at a scalable level.

Chau is a self-proclaimed foodie and enjoys trying out new restaurants, cooking, entertaining, and hiking with her husband and two chocolate labs.