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LOUIS J. GALLIPOLI, II ATTENDS CONNECT2017TM, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS

Conference Brings Together Top Advisors, Industry Experts and Financial Service Providers to Share Best Practices
and Latest Concepts in Client Wealth Management Solutions

July 15, 2017- Louis J. Gallipoli, II attended CONNECT2017, HD Vest’s annual national conference. HD Vest Investment ServicesSM, the leading independent broker-dealer empowering holistic wealth management-based investment services, hosted more than 1,500 advisors, exhibitors, and other partners as part of CONNECT2017, which took place in Las Vegas, from June 27-30, and featured HD Vest’s unique focus on supporting independent Advisors who integrate tax solutions with financial services.

CONNECT2017 provided one-of-a-kind opportunities to network with thought leaders from across the industry and included a thought-provoking line-up of speakers, including Dan Pink, Sugar Ray Leonard, and Phil Hansen. The event also included interactive educational workshops and breakout sessions, as well as the opportunity to meet with financial product firms and exhibitors to discuss some of the latest ideas encompassing a wide range of practice management and wealth management solutions.

“It was an honor to attend CONNECT2017. I found the event to be an invaluable resource for networking with peers from around the country and, perhaps most importantly, learning firsthand from HD Vest executives and industry experts. We shared best practices related to the successful integration of sound tax and investment advice into one wealth management solution aimed at helping our clients pursue their long-term financial goals,” said Lou.

“We thank all of our Advisors for their participation in our annual national conference,” said Bob Oros, CEO of HD Vest. “It is extremely important to us at HD Vest that our affiliated Advisors have the opportunity to gather together on an annual basis to hear about industry-wide best practices, learn from one another, and stay abreast of the latest industry developments. HD Vest has a unique culture that is based on a like-minded community of Advisors who are there to help one another and share experiences. Fundamentally, CONNECT2017 underscores our unique value proposition in empowering holistic financial and tax guidance for the sake of providing the best possible financial solutions to our independent Advisors’ end clients.”

 

LOU GALLIPOLI ATTENDS CONNECT2016, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS

 

Conference Brings Together Top Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions

July 21, 2016

Lou Gallipoli attended CONNECT2016, HD Vest’s annual national conference. HD Vest Investment ServicesSM, the leading independent broker-dealer empowering holistic wealth management-based investment services, hosted over 1,600 participants as part of CONNECT2016, which took place in Washington, D.C., from June 1-4, and featured HD Vest’s unique focus on supporting independent advisors who integrate tax solutions with financial services.

CONNECT2016 included a thought-provoking line-up of speakers, highlighted by industry experts and noted commentators such as General Colin Powell, and provided one-of-a-kind opportunities to network with thought leaders from across the industry. The event also included interactive educational workshops and breakout sessions, as well as the opportunity to meet with 125 financial product firms and exhibitors to discuss some of the latest ideas encompassing a wide range of practice management and wealth management solutions.

 

 LOUIS J. GALLIPOLI AND LOUIS J. GALLIPOLI, II ATTEND CONNECT2015

                HD VEST’S   LEADING NATIONAL INDUSTRY CONFERENCE FOR 

                                       INDEPENDENT FINANCIAL ADVISORS

 


Conference Brings Together Top Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions

 

Toms River, NJ - July 27, 2015  - Louis J. Gallipoli and Louis J. Gallipoli, II attended CONNECT2015, HD Vest’s annual national conference. HD Vest Investment ServicesSM, the leading independent broker-dealer empowering holistic wealth management-based investment services, hosted over 1,600 participants as part of CONNECT2015, which took place in Dallas, TX, from June 16-19, and featured HD Vest’s unique focus on supporting independent advisors who integrate tax solutions with financial planning services.

 

CONNECT2015 included a thought-provoking line-up of speakers, highlighted by industry experts and noted commentators such as President George W. Bush, and provided one-of-a-kind opportunities to network with thought leaders from across the industry. The event also included interactive educational workshops and breakout sessions, as well as the opportunity to meet with 125 financial product firms and exhibitors to discuss some of the latest ideas encompassing a wide range of practice management and wealth management solutions.

 

“It was an honor to attend CONNECT2015. I found the event to be an invaluable resource for networking with peers from around the country and, perhaps most importantly, to learn firsthand from HD Vest executives and industry experts regarding best practices related to the successful integration of sound tax and investment advice into one wealth management solution aimed at helping our clients to pursue their long-term financial goals,” said Lou Gallipoli, II.

“We thank all of our Advisors for their participation in our annual national conference. It is extremely important to us at HD Vest that our affiliated Advisors have the opportunity to gather together on an annual basis to hear about industry-wide best practices, learn from one another, and stay abreast of the latest industry developments. At HD Vest, we’ve built a unique culture that is based on a like-minded community of Advisors who are there to help one another and share experiences. Fundamentally, CONNECT2015 underscores our unique value proposition in empowering holistic financial and tax guidance for the sake of providing the best possible financial solutions to our independent advisors’ end clients,” said Roger Ochs, President and CEO of HD Vest. 

 

Atlantic City, NJ - December 8, 2014 

Lou Gallipoli, II, CPA completed an intensive two day,16 hour tax seminar.  The seminar concentrated on new tax legislation enacted this past year for personal, corporate and estate tax.  Lou will be bringing back his knowledge of this new legislation to help minimize his client's tax liability.

July 25, 2013

H.D. Vest Financial Services recently recognized Louis J. Gallipoli, a financial services professional in Toms River, NJ , as one of its most successful Advisors.

In recognition of this achievement, H.D. Vest President Roger Ochs presented Louis Gallipoli with the prestigious H.D. Vest Excellence Award. "We recognize these leaders for the commitment to their clients and their professions." says Ochs. These Advisors have excelled in the area of client service and are great role models for other Advisors in our firm."

The award was presented at the firm's Premier Advisor Forum at the St. Regis in Deer Valley, Utah. The top 75 Advisors are invited to attend, along with the firm's senior executives and leading financial industry Educational Partners. Louis Gallipoli participated in educational meetings and networking events, along with an awards ceremony and dinner.