HD Vest is a leading independent broker-dealer empowering holistic tax and wealth management-based financial advice through leading independent advisors across the country. Marsha Shafer, a financial services professional in Baldwin, WI has been recognized as a Field Leader by HD Vest Financial Services® while she attended the 2017 Field Leader Conference, which was hosted at Four Seasons Dallas in Las Colinas, Texas, May 8-10.
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. The Mentor Program is designed to provide one-on-one personalized guidance for Protégé Advisors who are new to HD Vest and/or financial services. Marsha Shafer has been both a Chapter Director and a Mentor Leader, since 1998.
Scott Rawlins, President of HD Vest, stated, “Every year I look forward to our Field Leader Conference and the opportunity to meet with our Advisors and personally congratulate them. Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service is an inspiration for other Advisors in our firm, and indeed, throughout the financial industry.”
Pictured is HD Vest CEO-Bob Oros, Marsha Shafer & HD Vest President-Scott Rawlins