Regional with a National Reach: Why HilltopSecurities’ Newest Financial Advisors Made their Move
Hilltop Securities Inc. (HilltopSecurities) recently welcomed four new financial advisors managing approximately $376 million in client assets to its Wealth Management Private Client Group. Wes Darilek, Saul Lico, Jeffrey Vanover and Ric Kellogg join HilltopSecurities from other major national firms, building on an industry trend of advisors seeking more flexibility and responsive management. A few of them recently sat down for a Q&A on why they made the switch.
Why did you choose HilltopSecurities for your practice & your clients?
Darilek: HilltopSecurities offers a unique combination of large-company capabilities and resources with a personal touch and feel. The people here display a genuine friendliness that I have not encountered anywhere else, and everyone shares my passion for helping clients and giving them the attention they deserve. HilltopSecurities also allows me to continue working with my partner, Saul Lico, and assistant, Mandy Parker. The support HilltopSecurities provides my entire team made the firm a clear choice.
Kellogg: A serious wealth management advisor needs to be a part of a team, and HilltopSecurities gives me the support I need to grow my clients. In my opinion, effective wealth management delivery requires more technique and expertise than can be delivered by one person or even a single producer group of advisors. It requires an organization with a singular vision of excellence backing those advisors to achieve success and fulfillment.8.1.2019_Why Hilltops Newest Advisors Made their Move