HD Vest Financial Services says it has hired a former LPL Financial executive to serve as its head of marketing: Chau Nguyen Haner, who will work closely with the firm’s 4,000 affiliated advisors.
Haner joined LPL in 2009 and worked on marketing, content and related areas; most recently she served as the broker-dealer’s assistant vice president of marketing, including social media strategies. She also has worked for the State Department Federal Credit Union (2000-2016).
“Chau brings a strategic mindset to her work, but she’s also not afraid to roll up her sleeves and help advisors implement solutions we provide,” said Mathieu Stevenson, chief marketing officer of Blucora, HD Vest’s parent company, in a statement. “Chau shares our dedication to empowering advisors with the tools and support they need to increase assets under management and improve their client retention. ”
“ A key part of my job, of which I am especially proud, involves speaking with advisors on a daily basis in order to fully understand their businesses and needs, as well as their pain points,” explained Haner, in a statement. “This in-depth collaboration with the advisors on HD Vest’s network makes it possible to develop scalable marketing programs and solutions that are in complete alignment with each advisor’s goals.
The new HD Vest CMO is based in Irving, Texas, which is near Dallas; she reports to Stevenson.
HD Vest, which was founded in 1983, works with both independent advisors and tax professionals. Its registered representatives administer some $40 billion in assets.
— Check out What Tax Reform Means for Advisors and Clients on ThinkAdvisor.