sale of any security. Financial Services Reinvented - Serving Advisors Who Serve You. Avantax’s combined investment manager research team has five analysts: Martin Landry, Jennifer Hutchins, Matthew Gagnon, Malav Gandhi and Abhijit Kulkarni. HD Vest Financial Services® to Rebrand to Avantax Wealth Management September 10, 2019 Our firm’s wealth management support and services provider, HD Vest Financial Services ®, is being renamed Avantax Wealth Management SM on Sept. 16, 2019. Contact. Its been over a year and not one change/merge has improved anything. Please consult legal or tax professionals About. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Florida Homestead Portability - Palm Beach County. But independence isn’t about standing alone. Mr. Stewart is Vice President and Head of Business Development at Avantax Wealth Management (formerly HD Vest and 1st Global). Firm Offers Tax-Smart Investing Strategies to Advisors and the Clients They Serve. Series 6, 7, 63, 65, Investment Advisor Representative. Avantax Advisory Services is a registered investment business that has its headquarters in Belmar, New Jersey. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value. FMG Suite to provide information on a topic that may be of interest. The opinions expressed and The name change has no impact on client accounts or the services we provide. Throughout their career, they have worked at H.D. All clients will also soon receive a notification mailing from Blucora Wealth Management President Enrique Vasquez. A driving principle of Avantax Wealth Management is that the key to long-term financial success lies at the intersection of taxes and wealth management – and will seek to provide affiliate firms with the support and capabilities needed to deliver tax-smart financial services. “With this unification and rollout of new tools, Blucora, the first and largest tax-focused financial provider, further strengthens its position and ability to provide clients with integrated tax-focused wealth management.”. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. “Unlike the broader financial industry, which treats taxes as a once-a-year event, we believe that most financial decisions, at their core, are tax decisions,” said Blucora President and CEO John Clendening. Fax: (305) 625-9366. Not all Financial Professionals are licensed to offer all products or services. With the new Avantax Wealth ManagementSM brand, Blucora plans to unify its two wealth management divisions, HD Vest and 1st Global. We still have some seperate processes. September 9, 2019—HD Vest Financial Services®, my firm’s wealth management support and services provider, is being renamed Avantax Wealth ManagementSM effective Sept. 16, 2019. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. I am confident in the leadership team at HD Vest, and I believe this change in ownership represents a continuing opportunity for me to partner with a firm focused on long-term growth and the continuing support of my business. HD Vest Client Login. Some of this material was developed and produced by Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website. 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