HD Vest Financial Services
Kathy Giese, CMP, CMM, has over three decades of experience in financial services, currently serving as a Relationship Manager at H.D. Vest Financial Services since September 1991. In this role, Kathy specializes in strategic consulting, focusing on business succession and continuation planning while enhancing sponsor relationships and supporting Advisors. Previously, Kathy worked at Wells Fargo Bank's central office from May 1987 to September 1991, managing monthly accounting updates and audits for Central Texas branches and collaborating with the IT department on cost-sharing programming. Kathy's educational background includes a Bachelor's Degree in Finance from the University of Houston and a Certification from the Business Enterprise Institute in Exit Planning Boot Camp for Advisors.
HD Vest Financial Services
HD 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 banking solutions. As of January 1, 2017, approximately 4,400 independent contractors manage over $39 billion in assets for individuals, families and small businesses in all 50 states. Ranked as one of the top 20 independent broker-dealer firms, (IThink Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue),we know what it takes to make your practice really flourish. Want to become an Advisor for HD Vest? Find out more here: https://www.hdvest.com/support/transitioning-to-hd-vest HD Vest Financial Services(SM) or its subsidiaries do not provide or supervise tax or accounting services. Securities offered through HD Vest Investment Services(SM), Member SIPC Advisory Services offered through HD Vest Advisory Services(SM) 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000 Please visit https://hdvest.com/social_policy for more information.