For Immediate Release
Contact: Leonard D. Rea
H.D. Vest Investment Services
Sturbridge, MA June 15, 2010 – H.D. Vest Advisor Leonard D. Rea of Sturbridge recently attended the 24th annual National Conference of H.D. Vest Financial Services®. The National Conference was held at the Sheraton New Orleans and Marriott New Orleans hotels in New Orleans, LA, June 7-10, 2010. At the conference, Rea chose from customized courses and sessions by top experts, including breakout sessions, and general sessions as well as exhibits and special events. Rea gathered new ideas for helping his clients work toward their financial goals.
“H.D. Vest Advisors who attend National Conference always learn new ways to support their clients,” said Roger Ochs, H.D. Vest president. “This year’s National Conference provided Advisors with the tools and knowledge to help their clients and network with other Advisors and solution providers.”
Rea heard from informative keynote speakers this year, including H.D. Vest President Roger Ochs, Director of Investment Strategy and Asset Allocation with Wells Fargo’s Wealth Management Group Ron Florance, and International Performing Artist and Communications Catalyst Victoria Labalme.
Leonard D. Rea has been an Advisor with H.D. Vest since 1995. He has owned Leonard D. Rea & Co. Financial Services since 1986.
Leonard serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multi-generational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans.
About H.D. Vest, Inc.
Based in Irving, Texas, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 5,200 independent contractors manage over $26 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001.
Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM, non-bank subsidiaries of Wells Fargo & Company, 6333 N. State Highway 161, Suite 400, Irving, TX 75038 (972) 870-6000.
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