Business Briefs, June 06
Published 6:59 am Wednesday, June 6, 2018
Tim McDaniel serves on HD Vest advisor council
Tim McDaniel, president and founder of McDaniel Wealth Management PLLC in Danville, and member of the HD Vest Advisor Council, recently attended an advisor council meeting in Irvin, Texas.
Headquartered in the Greater Dallas, Texas, area, HD Vest Financial Services is a leading independent broker-dealer focused on empowering holistic financial advice that encompasses wealth management solutions incorporating tax-optimized strategies.
Members of the advisor council are chosen after a rigorous selection process and represent the firm’s financial advisors in all 50 states and is composed of 12 HD Vest-affiliated advisors who have demonstrated leadership in their businesses and communities.
The role of the council is to gain valuable insight from successful advisors to help shape HD Vest’s strategic plan and continue to evolve HD Vest’s client and advisor experience for the future.
During the meeting advisors discussed industry trends, technology and tools.
McDaniel said, “Serving on this council has been a great opportunity to collaborate with HD Vest leadership and to aid in enhancing the relationship advisors have with HD Vest.”
Bob Oros, CEO of HD Vest, said, “I enjoyed the opportunity to connect with and learn from this select group of advisors. The insight Tim and the other council members provided is invaluable when it comes to the needs of their clients and shaping our vision going forward.”