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 $185 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.
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.
SOURCE HD Vest Financial Services