Marc Brasher Email Address
@hdvest.com
Director of Software Engineering
Our deep understanding of what clients seek in a wealth management relationship started with one CPA operating a successful tax and accounting practice. He began noticing a growing need for clients to receive financial advice that aligned with their tax situation and strategies. While his tax professional peers referred their clients to someone else, he recognized that this solution was not always in their best interest.
Head Of Technology at HD Vest Financial Services
Other people working at H.D. Vest:
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