Awards and Recognition
Jamie Bailey, Financial Planner* HONORED AT PREMIER ADVISORS’ FORUM
Annual Event Brings Together HD Vest’s Top 75 Performing Advisors from Across the Nation
Mustang, OK, August 11, 2014—Jamie Bailey, Financial Planner*, Successful Financial Strategies based in Mustang, Oklahoma, was recognized by HD Vest Investment Servicessm at its recent Premier Advisors’ Forum as one of HD Vest’s most successful Advisors.
Headquartered in the Greater Dallas, Texas, area, HD Vest Investment Servicessm is a leading independent broker-dealer focused on empowering holistic financial advice that encompasses wealth management solutions.
The Premier Advisors’ Forum is an annual event that honors HD Vest Investment Servicessm 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 Four Seasons Resort, The Biltmore in Santa Barbara, CA, from July 21-24, Jamie Bailey joined with other leading HD Vest Investment Servicessm-affiliated Advisors in educational meetings and networking events, along with an awards ceremony and dinner.
Jamie said, “It was an honor to attend Premier Advisors’ Forum. I am constantly striving to bring the most beneficial financial advice to my clients. As an independent financial planner* I found the event to be a great resource for networking with peers from around the country and to meet firsthand with HD Vest Investment Servicessmexecutives, while also learning from industry experts in the field.”
Roger Ochs, President and CEO of HD Ves Investment Servicessm said, “Every year I look forward to our Premier Advisors’ Forum and the opportunity to meet with our most successful Advisors and personally congratulate them. Their ongoing commitment to their clients and to their profession truly sets them apart. Their excellence in client service is an inspiration for other Advisors in our firm, and indeed, throughout the financial industry.”
About Successful Financial Strategies
As owner and Financial Planner*, Jamie Bailey works with families and business owners to help them better understand and implement the opportunities and potential rewards that are available when a proactive approach is taken to their financial goals.
She feels it is critical to managing and growing your financial life to find a planner who has the knowledge to evaluate and guide your complete financial picture, including your tax situation. She believes every part of your financial life is interrelated and, in fact, acts like a balancing scale towards your unique financial reality.
Jamie Bailey uses a comprehensive financial review process to help clients make smart choices today to pursue a brighter financial future. She has found the main areas to address often fall under the following broad categories: *Investments, Family Risk Management, Cash Flow & Debt Management, Retirement Planning, Business Planning, Legacy Planning, Education Planning, and Special Situations Planning.
Successful Financial Strategies originated in the Woodward, OK area and has expanded services to the greater Mustang, OK location. For more information, please visit www.sfsplanner.com or call 405.256.6153.
Jamie Bailey is a Registered Representative. Securities offered through HD Vest Investment Servicessm. Member SIPC. Advisory services offered through HD Vest Advisory Servicessm. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 (972)870-6000