IRVING, Texas, Dec. 6, 2018 /PRNewswire/ -- HD Vest, the pioneer
of Tax-Smart Investing and a wholly owned subsidiary of Blucora,
Inc. (NASDAQ: BCOR), announces that Evan
Guido, an experienced financial planner with approximately
$170 million in client assets under
administration, and his firm Aksala Wealth Advisors, based in
Lakewood Ranch, Fla. and serving
clients throughout the Sarasota
area, have joined the HD Vest network.
"Aksala Wealth Advisors' mission is to bring tax-smart
wealth management, packaged in a family office, to
the millionaires next door," said Evan Guido. "By partnering with HD Vest, we
now have access to a wide range of services and a network of
investment professionals. HD Vest also makes available the best
platforms and technologies for delivering holistic financial
services so that we can provide a superior client experience—a key
ingredient as my team and I grow our business."
For more than a decade, Mr. Guido has served a client base of
business owners, corporate executives, and senior government
employees. His firm practices a high-touch service model that
combines straightforward portfolio solutions with common-sense
financial services.
Although originally from St.
Petersburg, Mr. Guido spent 11 years in Alaska, where he began working in financial
services. The experience created the foundation for his career and
work ethic. This chapter inspired the firm's name, which is
Alaska spelled backwards and also
refers to an uncharted geological formation in the Yukon.
"We are pleased to welcome Evan and Aksala Wealth Advisors to HD
Vest," said Todd Mackay, Interim
CEO of HD Vest Financial Services. "For more than 35 years
we've been working with advisors like Evan
Guido to provide customized support and first-class
platforms and technologies to empower our advisors to provide their
clients with personalized experiences and tax-smart, holistic
financial management."
Prior to founding his own firm, Mr. Guido headed The Guido Group
with Baird.
About HD Vest Financial Services
Since its inception
in 1983, HD Vest Financial Services® has supported an
independent network of tax and non-tax professionals who provide
comprehensive financial services including securities, insurance,
money management services, and banking solutions. We have over
3,700 independent contractors, who manage over $46 billion in assets for individuals, families,
and small businesses in all 50 states1. Ranked as one of
the top 15 independent broker-dealer firms2, we
know what it takes to make your practice flourish. For more
information, please visit www.hdvest.com.
About Blucora
Blucora, Inc. (NASDAQ: BCOR) is a
leading provider of technology-enabled financial solutions to
consumers, small businesses, and tax professionals. Our products
and services in tax preparation and wealth management, through
TaxAct and HD Vest, help consumers manage their financial lives.
TaxAct is an affordable digital tax preparation solution for
individuals, business owners, and tax professionals. HD Vest
Financial Services® supports an independent network of
tax and non-tax professionals who provide comprehensive financial
service solutions. For more information on Blucora or its
businesses, please visit www.blucora.com.
1As of June 30,
2018
2Think Advisor 2016 Broker-Dealer Reference
Guide, which measured/ranked the top 25 independent
broker-dealers by annual revenue.
HD Vest Financial Services® is the holding company
for the group of companies providing financial services under the
HD Vest name.
Aksala Wealth Advisors is not a registered broker/dealer or
registered investment advisory firm.
Securities offered through HD Vest Investment
Services®, Member FINRA/SIPC. Advisory services offered
through HD Vest Advisory Services®, Insurance services offered
through HD Vest Insurance Agency LLC.6333 N. State Highway 161,
Fourth Floor, Irving, TX 75038,
972-870-6000.
Media
Contact:
|
Dana
Taormina
|
|
JConnelly
|
|
(973)
850-7305
|
|
hdvest@jconnelly.com
|
View original content to download
multimedia:http://www.prnewswire.com/news-releases/evan-guido--aksala-wealth-advisors-join-hd-vest-network-300761021.html
SOURCE HD Vest Financial Services