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May 2018, Noblesville, Indiana — Daryl Petry, a financial services professional in Noblesville has been recognized as a Field Leader by HD Vest Financial Services®. Daryl attended the 2018 Field Leader Conference, which was hosted at Four Seasons Dallas at Las Colinas, Texas, in May 2018.
Headquartered in the greater Dallas, Texas, area, HD Vest is a leading independent broker-dealer empowering holistic wealth management-based financial advice through leading independent advisors across the country.
The annual Field Leader Conference honors Chapter Directors and Mentors who guide other financial advisors as they grow in the industry. The HD Vest Chapter Program offers a unique opportunity for HD Vest Advisors to network with other HD Vest Advisors and receive valuable training to grow their investment planning practices, guided by encouraging regional Chapter Directors. The Mentor Program is designed to provide one-on-one personalized guidance in goal setting and sales presentation skills for Protégé Advisors who are new to HD Vest and/or financial services, guided by experienced Mentor Advisors.
As part of the annual Field Leaders Conference, Daryl joined with other leading HD Vest-affiliated Advisors in sessions about new client portals, enhanced planning tools, training modules, and change management. Daryl said, “It was an honor to attend the Field Leader Conference. The event was a great resource for networking with peers from around the country, meeting with HD Vest executives, and previewing some of the exciting opportunities ahead of us.
Scott Rawlins, President of HD Vest, said, “The content at this year’s Field Leader Conference highlighted the new digital tools and platforms that will launch for Advisors in September. Daryl left the conference feeling excited and empowered to become a change champion for all of our 2018 initiatives.
About HD Vest Financial Services®
Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 15 independent broker-dealer firms,1 we have over 4,000 independent contractors, who manage over $44 billion in assets for individuals, families and small businesses in all 50 states.2
1Think Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of March 1, 2018