HD Vest Investment Services
Industry: Company
DescriptionHeadquarters: Irving, TX Founded: 1983 Parent organizations: Wells Fargo, H.D. Vest Financial Services
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HD Vest Investment Services Employees
Employee
Years
Job
Industry
ERIC PLOTNICK ERIC PLOTNICK's HD Vest Investment Services Experience 2002 - Present
Job 'Registered Representative at HD Vest Investment ServicesSM'
Industry Financial Services
Experience
HD Vest Investment Services 2002 - Present
1040MAN TAX SERVICE INC. 1980 - Present
Skills
Leadership, Corporate Finance, Financial Services, Coaching, Forecasting, QuickBooks, Bookkeeping, Auditing, Sales Management, Private Equity, Strategic Financial..., Customer Service, Financial Analysis, Financial Planning, Sales Tax, Project Management, Financial Reporting, Accounting, Retirement, Budgets, Process Improvement, Alternative Investments, Small Business, Sales, Business Planning, Microsoft Office, Tax Preparation, Income Tax, Microsoft Excel, Tax Accounting, Management, Finance, Vendor Management, Insurance, PowerPoint, Editing, Asset Management, Investments, Corporate Tax, Tax, Asset Managment, Risk Management
Education
Baruch College, City University of New York (CUNY) 1963 — 1967
Baruch College, City University of New York (CUNY) 1963 — 1967
BBA, Accounting and Finance
HD Vest Investment Services 2002 - Present
1040MAN TAX SERVICE INC. 1980 - Present
Skills
Leadership, Corporate Finance, Financial Services, Coaching, Forecasting, QuickBooks, Bookkeeping, Auditing, Sales Management, Private Equity, Strategic Financial..., Customer Service, Financial Analysis, Financial Planning, Sales Tax, Project Management, Financial Reporting, Accounting, Retirement, Budgets, Process Improvement, Alternative Investments, Small Business, Sales, Business Planning, Microsoft Office, Tax Preparation, Income Tax, Microsoft Excel, Tax Accounting, Management, Finance, Vendor Management, Insurance, PowerPoint, Editing, Asset Management, Investments, Corporate Tax, Tax, Asset Managment, Risk Management
Education
Baruch College, City University of New York (CUNY) 1963 — 1967
Baruch College, City University of New York (CUNY) 1963 — 1967
BBA, Accounting and Finance
Wm. Beau Barnes Wm. Beau Barnes's HD Vest Investment Services Experience September 2007 - Present
Job Financial Planner and CPA
Industry Financial Services
Experience
Barnes Welsh & Perry September 2014 - Present
HD Vest Investment Services September 2007 - Present
Wm E Barnes PC February 1994 - August 2014
Skills
Strategic Financial..., Retirement Planning, Investments, Retirement Income..., Tax Preparation, Estate Planning, Financial Analysis, Small Business, Financial Planning, Tax, CPA, Corporate Tax, IRS, Payroll, Income Tax, Financial Statements, Accounting, Partnership Taxation, Cash Flow, Financial Reporting, Tax Accounting, Sales Tax, QuickBooks, GAAP, Tax Research, Bookkeeping, Representation Before..., Budgets
Education
Southwestern Oklahoma State University 1979 — 1980
Accounting & Computer Science
Barnes Welsh & Perry September 2014 - Present
HD Vest Investment Services September 2007 - Present
Wm E Barnes PC February 1994 - August 2014
Skills
Strategic Financial..., Retirement Planning, Investments, Retirement Income..., Tax Preparation, Estate Planning, Financial Analysis, Small Business, Financial Planning, Tax, CPA, Corporate Tax, IRS, Payroll, Income Tax, Financial Statements, Accounting, Partnership Taxation, Cash Flow, Financial Reporting, Tax Accounting, Sales Tax, QuickBooks, GAAP, Tax Research, Bookkeeping, Representation Before..., Budgets
Education
Southwestern Oklahoma State University 1979 — 1980
Accounting & Computer Science
Chad Bischof Chad Bischof's HD Vest Investment Services Experience November 2008 - October 2012
Job Territory Manager at Chadwell Supply
Industry Wholesale
Experience
Chadwell Supply June 2013 - Present
Crown Financial Ministries March 2013 - December 2014
Strong Tower Group, LLC May 2008 - March 2014
HD Vest Investment Services November 2008 - October 2012
Kimball Midwest February 2006 - June 2010
Hughes Supply (now known as H.D. Supply) September 2000 - May 2005
Skills
Tax Preparation, Business Planning, Life Insurance, Compensation Structure..., Start-up Consulting, Small Business, Non-profits, Strategic Financial..., Forecasting, Cold Calling, Marketing, Business Development, Account Management, Customer Retention, Sales, Sales Presentations, Seminar Marketing, Leadership, Budgets, CRM, Entrepreneurship, Sales Process, Sales Operations
Education
Sullivan University 2005 — 2008
B.S.B.A., Finance and Marketing
Sullivan University 2005 — 2006
A.S., Marketing and Sales MGMT
Pleasure Ridge Park H.S. 1994 — 1997
Diploma, Electronics
Chadwell Supply June 2013 - Present
Crown Financial Ministries March 2013 - December 2014
Strong Tower Group, LLC May 2008 - March 2014
HD Vest Investment Services November 2008 - October 2012
Kimball Midwest February 2006 - June 2010
Hughes Supply (now known as H.D. Supply) September 2000 - May 2005
Skills
Tax Preparation, Business Planning, Life Insurance, Compensation Structure..., Start-up Consulting, Small Business, Non-profits, Strategic Financial..., Forecasting, Cold Calling, Marketing, Business Development, Account Management, Customer Retention, Sales, Sales Presentations, Seminar Marketing, Leadership, Budgets, CRM, Entrepreneurship, Sales Process, Sales Operations
Education
Sullivan University 2005 — 2008
B.S.B.A., Finance and Marketing
Sullivan University 2005 — 2006
A.S., Marketing and Sales MGMT
Pleasure Ridge Park H.S. 1994 — 1997
Diploma, Electronics
Robert A Zappitelli Robert A Zappitelli's HD Vest Investment Services Experience January 1983 - Present
Job Investment Rep at HD Vest Investment Services
Industry Financial Services
Experience
Zappitelli Financial Services January 1983 - Present
HD Vest Investment Services January 1983 - Present
Zappitelli Financial Services LLP January 1983 - Present
Lubrizol Corporation January 1979 - January 1988
Education
The University of Akron 1974 — 1978
BS, Electronic Engineering Technology
Zappitelli Financial Services January 1983 - Present
HD Vest Investment Services January 1983 - Present
Zappitelli Financial Services LLP January 1983 - Present
Lubrizol Corporation January 1979 - January 1988
Education
The University of Akron 1974 — 1978
BS, Electronic Engineering Technology
Daniel Cuddy, CPA, CFP Daniel Cuddy, CPA, CFP's HD Vest Investment Services Experience 1992 - Present
Job Advisor at Cuddy Financial Services
Industry Accounting
Experience
Cuddy Financial Services January 1993 - Present
Cuddy Financial Services November 1992 - Present
HD Vest Investment Services 1992 - Present
H.D. Vest Advisory Services SM 1992 - Present
Skills
Retirement Planning, Investment Management, Long Term Care Insurance, Life Insurance, Tax Preparation, Public Accounting, Investments, Financial Advisory, Small Business, Financial Services, Tax, Financial Planners, Strategic Financial..., High Net Worth..., Retirement, Tax Returns, Corporate Tax, Financial Analysis, Financial Statements, Investment Advisory, Wealth Management, Insurance, CPA, QuickBooks, Asset Management, Accounting, S Corporations, Series 63, Disability Insurance, Personal Tax Planning, Risk Management, Personal Financial..., Portfolio Management, Business Planning, Income Tax, Estate Planning
Education
SUNY Albany 1982 — 1984
BS, Business with Accounting Concentration
Cayuga County Community College 1980 — 1982
Associate of Arts (A.A.), Accounting and Business/Management
Cuddy Financial Services January 1993 - Present
Cuddy Financial Services November 1992 - Present
HD Vest Investment Services 1992 - Present
H.D. Vest Advisory Services SM 1992 - Present
Skills
Retirement Planning, Investment Management, Long Term Care Insurance, Life Insurance, Tax Preparation, Public Accounting, Investments, Financial Advisory, Small Business, Financial Services, Tax, Financial Planners, Strategic Financial..., High Net Worth..., Retirement, Tax Returns, Corporate Tax, Financial Analysis, Financial Statements, Investment Advisory, Wealth Management, Insurance, CPA, QuickBooks, Asset Management, Accounting, S Corporations, Series 63, Disability Insurance, Personal Tax Planning, Risk Management, Personal Financial..., Portfolio Management, Business Planning, Income Tax, Estate Planning
Education
SUNY Albany 1982 — 1984
BS, Business with Accounting Concentration
Cayuga County Community College 1980 — 1982
Associate of Arts (A.A.), Accounting and Business/Management
Michael J Sommers CPA/PFS's HD Vest Investment Services Experience December 2010 - Present
Job President Advanced Tax Strategies PC & Sommers Wealth Strategies, LLC
Industry Financial Services
Experience
Advanced Tax Strategies, PC January 1988 - Present
HD Vest Financial Services December 2010 - Present
HD Vest Advisory Services December 2010 - Present
HD Vest Investment Services December 2010 - Present
HD Vest Insurance Agency December 2010 - Present
Ed Slott & Co. May 2005 - Present
ADK Wealth Advisory Group January 2007 - December 2010
Skills
Retirement Income..., Retirement Income..., Retirement Planning, IRA Distribution..., Investments, Estate Tax Planning, Trusts, Tax Preparation, Income Tax, Tax, IRS, Personal Financial..., Certified Public..., Risk Management, CPA, PFS
Education
Southern Illinois University, Edwardsville
Bachelor of Science Business Division, Accounting and Related Services
Advanced Tax Strategies, PC January 1988 - Present
HD Vest Financial Services December 2010 - Present
HD Vest Advisory Services December 2010 - Present
HD Vest Investment Services December 2010 - Present
HD Vest Insurance Agency December 2010 - Present
Ed Slott & Co. May 2005 - Present
ADK Wealth Advisory Group January 2007 - December 2010
Skills
Retirement Income..., Retirement Income..., Retirement Planning, IRA Distribution..., Investments, Estate Tax Planning, Trusts, Tax Preparation, Income Tax, Tax, IRS, Personal Financial..., Certified Public..., Risk Management, CPA, PFS
Education
Southern Illinois University, Edwardsville
Bachelor of Science Business Division, Accounting and Related Services
Thomas Swigert Thomas Swigert's HD Vest Investment Services Experience September 1987 - Present
Job Wealth Management Advisor at HD Vest Investment Services SM
Industry Financial Services
Experience
HD Vest Investment Services September 1987 - Present
HD Vest Advisory Services September 1993 - Present
Swigert & Associates, Inc. December 1981 - Present
Rotarian July 2014 - Present
Skills
Investment Planning, Retirement Planning, College Education..., Risk Management, Business Planning, Legacy Planning, Debt Management, Income Tax Returns --..., Variable Annuities, IRS Enrolled Agent, Licensed Advisory..., Licensed Registered..., Licensed Life & Health..., Teacher, lecturer and..., Investments, Public Speaking
Education
University of Illinois at Urbana-Champaign 1970 — 1975
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1966 — 1970
Bachelor of Arts (BA), History and Political Science
Evanston Twp High School
HD Vest Investment Services September 1987 - Present
HD Vest Advisory Services September 1993 - Present
Swigert & Associates, Inc. December 1981 - Present
Rotarian July 2014 - Present
Skills
Investment Planning, Retirement Planning, College Education..., Risk Management, Business Planning, Legacy Planning, Debt Management, Income Tax Returns --..., Variable Annuities, IRS Enrolled Agent, Licensed Advisory..., Licensed Registered..., Licensed Life & Health..., Teacher, lecturer and..., Investments, Public Speaking
Education
University of Illinois at Urbana-Champaign 1970 — 1975
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1966 — 1970
Bachelor of Arts (BA), History and Political Science
Evanston Twp High School
Dani Flory's HD Vest Investment Services Experience March 2012 - Present
Job Project Manager at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Investment Services March 2012 - Present
HD Vest Financial Services January 2012 - Present
HD Vest Financial Services September 2010 - April 2012
The Standard April 2009 - July 2010
BlackRock April 2007 - March 2009
Great-West Financial September 2004 - April 2007
Great-West Life June 2004 - September 2004
Great-West Life January 2002 - June 2004
Great-West Life December 1999 - January 2002
Great-West Life January 1999 - December 1999
Skills
Project Management, Business Planning, Process Improvement, Product Development, Workflow Management, Vendor Relations, Organizational..., Microsoft Office, Visio, Project Server, Account Management, Strategic Communications, Public Speaking, Customer Service, Retirement Planning, Investments, Mutual Funds, Plan Design, Customer Relations, Learning Management..., Onboarding, Investment Advisory..., Series 7, Time Management
Education
University of Rhode Island 1990 — 1994
BA, Speech Communications
Duxbury High School 1986 — 1990
General Studies, 9-12
HD Vest Investment Services March 2012 - Present
HD Vest Financial Services January 2012 - Present
HD Vest Financial Services September 2010 - April 2012
The Standard April 2009 - July 2010
BlackRock April 2007 - March 2009
Great-West Financial September 2004 - April 2007
Great-West Life June 2004 - September 2004
Great-West Life January 2002 - June 2004
Great-West Life December 1999 - January 2002
Great-West Life January 1999 - December 1999
Skills
Project Management, Business Planning, Process Improvement, Product Development, Workflow Management, Vendor Relations, Organizational..., Microsoft Office, Visio, Project Server, Account Management, Strategic Communications, Public Speaking, Customer Service, Retirement Planning, Investments, Mutual Funds, Plan Design, Customer Relations, Learning Management..., Onboarding, Investment Advisory..., Series 7, Time Management
Education
University of Rhode Island 1990 — 1994
BA, Speech Communications
Duxbury High School 1986 — 1990
General Studies, 9-12
Joe Carollo, CPA's HD Vest Investment Services Experience 2000 - Present
Job CPA at Carollo & Associates, P.C.
Industry Financial Services
Experience
Carollo Mortgage Co January 2001 - Present
HD Vest Investment Services 2000 - Present
Carollo & Associates, PC January 1989 - Present
Skills
Financial Analysis, Retirement Planning, Wealth Management, Portfolio Management, Insurance, Strategic Financial..., Credit, Investment Advisory, Investments, Loans, Mortgage Lending, Risk Management, Small Business
Education
Central Connecticut State University
Bachelors of Science, Accounting and Business/Management
Carollo Mortgage Co January 2001 - Present
HD Vest Investment Services 2000 - Present
Carollo & Associates, PC January 1989 - Present
Skills
Financial Analysis, Retirement Planning, Wealth Management, Portfolio Management, Insurance, Strategic Financial..., Credit, Investment Advisory, Investments, Loans, Mortgage Lending, Risk Management, Small Business
Education
Central Connecticut State University
Bachelors of Science, Accounting and Business/Management
Daniel M Sierchio, CPA, PFS, AEP®'s HD Vest Investment Services Experience October 1994 - Present
Job Member at Pyramid Club
Industry Financial Services
Experience
Sierchio & Towsey Certified Public Accountants, LLP January 2012 - Present
The Sierchio Financial Group January 1997 - Present
Chelsea Financial Group LLC January 1997 - Present
HD Vest Investment Services October 1994 - Present
Montgomery County Estate Planning Council 2011 - 2012
Toastmasters International 2011 - 2012
Valley national 1992 - 1993
Valley national 1992 - 1993
Valley national 1992 - 1993
Valley national 1992 - 1993
Skills
Estate Planning, Retirement, Strategic Financial..., Wealth Management, Investments, Tax, Estate Tax Planning, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, 401k, Fixed Annuities, Certified Public..., PFS Personal Financial...
Education
New York University 1975 — 1977
MPA, Health Policy Planning and Administration
Seton Hall University 1965 — 1969
BS, Accounting and Business Finance
Sierchio & Towsey Certified Public Accountants, LLP January 2012 - Present
The Sierchio Financial Group January 1997 - Present
Chelsea Financial Group LLC January 1997 - Present
HD Vest Investment Services October 1994 - Present
Montgomery County Estate Planning Council 2011 - 2012
Toastmasters International 2011 - 2012
Valley national 1992 - 1993
Valley national 1992 - 1993
Valley national 1992 - 1993
Valley national 1992 - 1993
Skills
Estate Planning, Retirement, Strategic Financial..., Wealth Management, Investments, Tax, Estate Tax Planning, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, 401k, Fixed Annuities, Certified Public..., PFS Personal Financial...
Education
New York University 1975 — 1977
MPA, Health Policy Planning and Administration
Seton Hall University 1965 — 1969
BS, Accounting and Business Finance
Michael Poe,'s HD Vest Investment Services Experience 2006 - Present
Job Owner at Michael J. Poe CPA
Industry Accounting
Experience
HD Vest Investment Services 2006 - Present
Michael J. Poe CPA 1987 - Present
Three Rivers Community College 1985 - Present
Education
University of Connecticut
BS, Accounting
HD Vest Investment Services 2006 - Present
Michael J. Poe CPA 1987 - Present
Three Rivers Community College 1985 - Present
Education
University of Connecticut
BS, Accounting
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