H D Vest

Industry: Financial services company

Description

HD Vest, Inc. is an American financial services firm, which offers tax and other financial planning consultations to its customers. Founded in 1983 as "HD Vest Investment Securities, Inc.", the company now operates under the name "HD Vest Financial Services". Headquarters: Irving, TX CEO: Todd Mackay AUM: US$ $37 billion (2015) Parent organization: Blucora Founder: Herb D. Vest Founded: 1983

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H D Vest Employees

Employee
Years
Job
Industry
Marke' Shelton Marke' Shelton Rochester, New York Area Details
Marke' Shelton's H D Vest Experience October 2013 - Present
Job Investment Representative at H D Vest
Industry Financial Services
Experience
H D Vest   October 2013 - Present
Xclusive Tax Services   January 2007 - Present
Future Xclusives/Futurexclusives   July 2002 - June 2010
Brooks Landing Business Showcase   September 2009 - April 2010

Skills
Finance, Small Business, Auditing, Income Tax, Financial Analysis, Entrepreneurship, Management, E-commerce, Retail, Networking, Management Consulting, Cash Flow, Tax, Financial Accounting, Strategic Financial..., Accounting, Sales Tax, Tax Professional, Start-ups, Web Marketing, Financial Statements, Financial Reporting, Payroll, Tax Preparation, Corporate Tax, Account Reconciliation, Financial Planning, Business Consulting, Internet Marketing

Education
Test Teachers   2013 — 2013
Licenses, Series 6, 63 and Life, Accident, And Health Licenses

State University of New York College at Buffalo   1997 — 2002
Bachelor of Science, Economics; Applied Economics

Emily Bowen Emily Bowen Ann Arbor, Michigan Details
Emily Bowen's H D Vest Experience November 1991 - December 2005
Job Financial Advisor at Kennard Wealth Management
Industry Financial Services
Experience
Kennard Wealth Management   January 2014 - Present
Financial West Group  January 2006 - December 2013
Emily C Bowen PLLC   November 2006 - December 2011
Bowen and Barber   January 1995 - November 2006
H D Vest   November 1991 - December 2005

Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Asset Management, Insurance, Financial Advisory, Securities, Socially Responsible..., Financial Planning

Education
Miami University   1963 — 1967
Bachelor of Science, Education

East Grand Rapids High School   1960 — 1963

David L Henry EA David L Henry EA Roanoke, Virginia Area Details
David L Henry EA's H D Vest Experience 2003 - 2009
Job Franchise Owner at Common Cents Financial Services T/A Jackson Hewitt Tax Service
Industry Financial Services
Experience
Common Cents Financial Services   November 1994 - Present
Jackson Hewitt Tax Service  November 1994 - Present
H D Vest   2003 - 2009

Skills
Strategic Financial..., Financial Analysis, Retirement Planning, Investments, Small Business, Wealth Management, Accounting, Tax, Mortgage Lending, Franchising, Finance, Mergers & Acquisitions, Real Estate, Tax Preparation, Financial Services

Education
Keller Graduate School of Management of DeVry University   2013 — 2013
Becker CPA prep course, Becker CPA prep course

Virginia Polytechnic Institute and State University   1986 — 1990
B.S., Finance

Virginia Polytechnic Institute and State University - Pamplin College of Business   1986 — 1990
Bachelor of Science (B.S.), Finance, General, plus a concentration in Accounting

Jennifer Fletcher Jennifer Fletcher Dallas/Fort Worth Area Details
Jennifer Fletcher's H D Vest Experience June 1996 - February 1998
Job Bid Manager
Industry Information Technology and Services
Experience
Fujitsu  July 2015 - Present
Arrow Professional Services  January 2013 - May 2015
CSC  March 2005 - December 2012
United States District Court  November 2001 - August 2004
United States District Court  February 1998 - November 2001
H D Vest   June 1996 - February 1998

Skills
Strategy, Program Management, Business Development, Cross-functional Team..., Leadership, Outsourcing, Management, Vendor Management, Strategic Planning, Executive Management, Marketing Communications, CRM, Marketing, Proposal Writing, Account Management, Training, Leadership Development, New Business Development, Professional Services, Change Management, Proposal Production, Project Management, Strategic Partnerships, Business Process..., Presenting Proposals, Proposal Leadership, Event Management, Proposal Generation, IT Strategy, Competitive Analysis, Analysis, Consulting, Start-ups, Sales, Sales Management, Sales Presentations, Marketing Strategy, Market Research, Brand Development, Public Relations, Management Consulting, Brand Management, Business Alliances, Corporate Communications, Strategic Communications, Process Improvement, Business Analysis

Education
The University of Texas at Dallas   1999 — 2001
Master of Public Administration, Public Relations, Advertising, and Applied Communication, 4.0

The University of Texas at Austin   1993 — 1996
Bachelor of Arts, Government

Frank Freni Frank Freni Cape Coral, Florida Details
Frank Freni's H D Vest Experience June 2012 - July 2015
Job Certified Financial Planner
Industry Financial Services
Experience
Wells Fargo  July 2015 - Present
H D Vest   June 2012 - July 2015
Oppenheimer & Co.   October 2007 - June 2012
State Street Bank  September 2006 - September 2007

Skills
Certified Financial..., Investments, Series 7, 401k, Retirement Planning, Mutual Funds, Series 63, Fixed Annuities, Asset Allocation, Series 65, Bonds, Financial Planning, Wealth Management, Term Life Insurance, Licensed Life Insurance..., Annuity Sales, series 31, Income Investing, Options, 401k Rollovers, Alternative Investments, Equities, Whole Life insurance, Personal Financial..., Financial Advisory, Portfolio Management, Retirement, IRAs, Customer Service, ETFs, Financial Services, Securities, Asset Management, Investment Advisory, Financial Risk, Investment Strategies, Risk Management, FINRA

Education
UMass Boston
Bachelor's degree, Economics

UNLV
finance / economics

savio   1991 — 1995

Bryant University   2014 — 2014
Certified Financial Planner, Financial Planning and Services

Henry Summer Henry Summer Newberry, South Carolina Details
Henry Summer's H D Vest Experience July 1978 - Present
Job Certified Financial Planner®, Tax Advisor
Industry Accounting
Experience
H D Vest   July 1978 - Present

Skills
Incomes Tax, Tax, Tax Preparation, Strategic Financial..., Small Business, Tax Advisory, Investment Advisor...

Education
University of South Carolina-Columbia
Doctor of Law (JD)

Newberry College
Bachelor of Science (BS), Accounting

John H. Bryan, EA, Enrolled Agent John H. Bryan, EA, Enrolled Agent Tampa/St. Petersburg, Florida Area Details
John H. Bryan, EA, Enrolled Agent's H D Vest Experience June 2010 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
H D Vest   June 2010 - Present
Dave Ramsey - Lampo Group  June 2008 - Present
Bryan Financial Services   June 1992 - Present
Suncoast Chapter of the Florida Society of Enrolled Agents   May 2009 - May 2011
E.K. Williams and Company   June 1989 - June 1992
Barnett Bank  1984 - 1986

Skills
Tax, Strategic Financial..., Tax Returns, Corporate Tax, QuickBooks, Tax Law, Estate Planning, Small Business, Tax Preparation, Budgets, IRS, Financial Reporting, Strategic Planning, Investments, Process Improvement, Insurance, Retirement Planning, Analysis, Retirement, Stocks, Mutual Funds, Small Business..., 401k Rollovers, Long Term Care Insurance, Life Insurance, Fixed Annuities, Variable Annuities, IRAs

Education
National Tax Practitioner Institute   2006 — 2009
Graduate Fellow, Taxation

Presbyterian College   1982 — 1985
Bachelor of Science, Business Adminstration

Randy Peters Randy Peters Bangor, Maine Area Details
Randy Peters's H D Vest Experience January 1999 - Present
Job Investment Advisor Representative at H D Vest
Industry Accounting
Experience
H D Vest   January 1999 - Present
R. C. Peters, CPA, ChFC, CLU   November 1994 - Present
Brantner Thibodeau & Associates, CPA   May 1992 - October 1994
General Business Services  October 1989 - May 1992
United States Air Force  October 1981 - July 1989

Skills
Tax Preparation, Tax, Income Tax, Financial Planners, Tax Advisory, Tax Returns, Finance, Corporate Tax, Tax Accounting, Strategic Financial..., IRS, Accounting, Bookkeeping, Insurance, Retirement Planning, QuickBooks, Preparation, Payroll Taxes, Tax Compliance

Education
Southern Illinois University, Edwardsville   1983 — 1986
MBA, Finance and Management

University of Illinois at Urbana-Champaign   1978 — 1981
BS, Communications/Advertising

University of Illinois at Urbana-Champaign   1975 — 1978
Bachelor of Science (B.S.), Institute of Aviation

Andrew Andrikopoulos Andrew Andrikopoulos Palo Alto, California Details
Andrew Andrikopoulos's H D Vest Experience November 1986 - October 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
H D Vest   November 1986 - October 2011
Andrikopoulos & Associates   February 1982 - October 2011

Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Finance, General

Anita Majors Anita Majors Louisville, Kentucky Details
Anita Majors's H D Vest Experience July 2003 - August 2004
Job Tax Preparer at Majors OneOnOne Tax Service
Industry Financial Services
Experience
Majors One-on-One Tax Service   December 1993 - Present
Majors One-on-One Tax Service   December 1992 - Present
Majors One-On-One Tax Service   December 1992 - Present
"The Tax Lady Sings" Television Show   November 2006 - April 2013
"The Tax Lady Sings"   October 2006 - April 2013
H. D Vest  July 2003 - August 2004

Skills
Creative Writing, Proposal Writing, Grant Writing, Superior Computer Skills, Entrepreneurial Finance, Home Based Business, Small Business, Accounting, Publishing, Payroll, Bookkeeping, Broadcast, Financial Reporting, Broadcast Television, Broadcast Journalism, Community Outreach, Communication Skills, Marketing Communications, tax news, online tax news, tax news anchor, tax news reporter, Video Production, Video Editing, Web Video, Digital Video, Tax Preparation, Social Networking, Public Speaking, Event Planning, Marketing, Television, Social Media, Customer Service, Coaching

Education
Ottawa University   2015 — 2017
Communications and Accounting

Ottawa University-Online   2011 — 2017
Communication, General

Jesse De La Garza Jesse De La Garza Dallas/Fort Worth Area Details
Jesse De La Garza's H D Vest Experience January 1996 - January 2006
Job Realtor at Nathan Grace Real Estate
Industry Real Estate
Experience
Nathan Grace Real Estate  March 2013 - Present
Coldwell Banker  February 2005 - March 2013
H D Vest   January 1996 - January 2006

Skills
First Time Home Buyers, Single Family Homes, Real Estate, Buyer Representation, Seller's, Short Sales, Investment Properties, Foreclosures, Relocation, REO, Condos, Referrals

Education
Stephen F. Austin State University   1985 — 1989

Paul Purcell Paul Purcell Austin, Texas Area Details
Paul Purcell's H D Vest Experience 1995 - 1998
Job Managing Partner, Registered Representative
Industry Financial Services
Experience
Maugel & Purcell Financial Solutions   May 2012 - Present
In the Zone Sports Cards   2010 - Present
1st Global  May 2008 - October 2011
NFP Securities, Inc  September 2000 - May 2008
Dain Rauscher  1998 - 2000
H D Vest   1995 - 1998

Skills
Series 7, Series 24, Series 65, Insurance Licensed- TX, Money Guide Pro, Morningstar, Insurance

Education
Texas Tech University   1991 — 1995
BBA, Finance

Wes Parker, EA Wes Parker, EA Greater Memphis Area Details
Wes Parker, EA's H D Vest Experience 1997 - September 2014
Job Owner, A W Parker, P.C.
Industry Accounting
Experience
A W Parker, P.C.   August 1988 - Present
H D Vest   1997 - September 2014
Memphis Bar Association   December 2004 - August 2014
National Association of Tax Professionals  October 2002 - August 2014
BNI  2014 - 2014
Tennessee Society of Enrolled Agents   January 1998 - May 2012
TN-NATP   2010 - 2012
National Association of Enrolled Agents  1998 - 2011
Holiday Corporation/Promus Hotels   1987 - 1988

Skills
Tax, Tax Returns, Tax Preparation, Tax Accounting, Corporate Tax, Income Tax, Tax Advisory, Accounting, IRS, Estate Planning, Tax Law, Consolidation, Accounts Payable, Sales Tax, Cost Accounting, Accounts Receivable, Tax Research, Financial Reporting, Partnership Taxation, LLC, QuickBooks, Balance, Preparation, Small Business, Finance, High Net Worth..., Fixed Assets, Accountants, Auditing, Bookkeeping, S Corporations, Trusts, Personal Tax Planning, Payroll Taxes, Estate Tax Planning, Financial Planners, Strategic Financial..., General Ledger, Journal Entries, Cash Flow, Account Reconciliation, Financial Statements, International Tax, Payroll, Forensic Accounting, Financial Accounting, Retirement Planning, Financial Audits, Financial Planning

Education
Tax Court Study Group   2013 — 2014
Accounting

Christian Brothers University   1983 — 1988
BBA, Accounting

Robin Spyker Robin Spyker Dallas/Fort Worth Area Details
Robin Spyker's H D Vest Experience 1986 - 1994
Job VP at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  March 2000 - Present
CNA Insurance  March 1998 - March 2000
AEGON Americas  June 1996 - March 1998
Royal Alliance Associates INC  September 1994 - June 1996
H D Vest   1986 - 1994

Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Series 6, Fixed Annuities, Wealth Management, Series 24, Investments, Retirement, Strategic Financial..., 401k, Asset Allocation, Securities, Investment Advisory, Series 65, Variable Annuities, Financial Advisory, Estate Planning, Wealth Management..., Pensions, Financial Planners, Financial Services, Separately Managed..., IRAs, Financial Planning

Education
Wharton School of Business   1989 — 1999
CIMA

Southeastern Oklahoma State University   1983 — 1987
BS, Business Marketing, Computer Science

Jean Townsend Jean Townsend Dallas/Fort Worth Area Details
Jean Townsend's H D Vest Experience 2010 - 2010
Job Senior Instructional Designer at Train Dynamics System New York Air Brake
Industry Transportation/Trucking/Railroad
Experience
Train Dynamics System New York Air Brake   August 2012 - Present
Pioneer Natural Resources  February 2010 - October 2010
H D Vest   2010 - 2010
Collabera  May 2008 - May 2009
AT&T  2008 - 2009
Capgemini Energy  2006 - 2007
Idea Intergration   1993 - 1997
Grayhound   1995 - 1995

Skills
Captivate, Microsoft Office, E-Learning, Team Leadership, Employee Training, Leadership, Technical Writing, Instructor-led Training, Management, Needs Analysis, Adobe Acrobat, SnagIt, Project Management, Instructional Design, Training, Learning Management, Testing, Hands-on Training, Change Management, Recruiting, Process Improvement, Human Resources, Consulting, Software Documentation, Business Analysis, Learning Management..., Program Management, Blended Learning, Energy, PowerPoint, Talent Management, Workshop Facilitation, SharePoint, Dreamweaver, Microsoft Word, ADDIE, Photoshop, Technical Training, Visio, Team Building, Vendor Management, Content Management

Education
Southwestern Assemblies of God University
English, Hisory

The University of Memphis
History

University of Houston
History

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