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LOUIS GALLIPOLI HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM
Top HD Vest Advisors from across the nation come together at annual event
Toms River, NJ – August 2nd, 2019-- Louis Gallipoli, based in Toms River, NJ, was recognized by HD Vest at its recent Premier Advisors’ Forum. This event is held annually to honor HD Vest’s top 75 performing Advisors from across the country and brings together the firm’s senior executives and leading financial industry educational partners.
As part of the Premier Advisors’ Forum, which took place at the Grand Wailea in Maui, Hawaii, from July 30 to August 3, 2019, Louis Gallipoli joined with other HD Vest-affiliated Advisors in a variety of events — including educational and networking meetings, along with an awards ceremony and dinner.
Louis Gallipoli said, “Attending the Premier Advisors’ Forum was such an amazing experience. I was able to meet with peers from around the country, as well as HD Vest executives, while also learning from industry experts in the field. It was an honor to attend an event like this, and celebrate my fellow Advisors and their accomplishments.”
“The Premier Advisors Forum allows us to celebrate our Advisors’ success,” said Enrique Vasquez, President of HD Vest. “These Advisors are consistently outpacing their goals through their ongoing commitment to their clients and to their profession. Their excellence in client service and loyalty is an inspiration to everyone in the financial industry.”
LOUIS GALLIPOLI ATTENDS CONNECT2019TM, HD VEST’S LEADING NATIONAL INDUSTRY
CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS
Conference Brings Together Advisors, Industry Experts and Financial Service Providers to Share Best Practices
and Latest Concepts in Client Wealth Management Solutions
June 14th - Louis Gallipoli attended CONNECT2019 — HD Vest Investment Service’s® annual national conference. The independent broker-dealer hosted more than 1,000 Advisors, exhibitors, and other partners for the June conference in Seattle, where HD Vest’s unique focus on integrating other services into wealth management was the highlight.
CONNECT2019 gave Advisors a one-of-a-kind opportunity to network with industry thought leaders, participate in educational workshops, and attend breakout sessions to discuss how to elevate their clients’ experience.
“It was an honor to attend CONNECT2019. The conference was an invaluable resource for networking with peers and interacting directly with HD Vest executives and industry experts. We shared best practices about investment advice, and discussed different ways to grow our individual businesses,” said Louis Gallipoli.
“Our industry is constantly changing, and the ways in which our Advisors grow their businesses are just as dynamic,” said Enrique Vasquez, President of HD Vest. “We are excited to support our Advisors with the tools and services needed to provide their clients with the best advice as they expand and grow their business.”
Atlantic City, NJ - December 10-11, 2018
Lou Gallipoli, II, CPA completed an intensive two day,16 hour tax seminar. The seminar concentrated on the Tax Cuts and Jobs Act of 2017 enacted this past year for personal & corporate tax. This legislation is massive and Lou and staff are better informed to handle the inevitable questions that will arise due to the biggest change to the tax code in 40 years.
Louis Gallipoli HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM
Top HD Vest Advisors from across the nation come together at annual event
August 1, 2018 - Louis Gallipoli, based in Toms River, NJ, was recognized by HD Vest at its recent Premier Advisors’ Forum. This event is held annually to honor HD Vest’s top 75 performing Advisors1 from across the country and brings together the firm’s senior executives and leading financial industry educational partners.
As part of the Premier Advisors’ Forum, which took place at The Four Seasons, Vail, Colorado, from July 27-31, Louis Gallipoli joined with other HD Vest-affiliated Advisors in a variety of events — including educational and networking meetings, along with an awards ceremony and dinner.
Louis Gallipoli said, “Attending the Premier Advisors’ Forum was such an amazing experience. I was able to meet with peers from around the country, as well as HD Vest executives, while also learning from industry experts in the field. It was an honor to attend an event like this, and celebrate my fellow Advisors and their accomplishments.”
“The Premier Advisors Forum is where we celebrate the hard work our Advisors have put in,” said Bob Oros, CEO of HD Vest. “These Advisors are constantly set apart by their ongoing commitment to their clients and to their profession. Their excellence in client service and loyalty is an inspiration to everyone in the financial industry.”
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.”