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Texas Tax, Financial Planning Firm Makes Two Senior Hires

Eliane Chavagnon Deputy Editor - Family Wealth Report 10 October 2013

Texas Tax, Financial Planning Firm Makes Two Senior Hires

HD Vest, the independent broker-dealer focused on tax and financial planning, has named Ruth Papazian as chief marketing officer and head of recruiting, while appointing Adi Garg as chief information officer. 

Specifically, Papazian oversees HD Vest’s advisor recruiting and marketing communication activities. She has over 30 years of experience serving in these types of role, having latterly been executive vice president and chief marketing officer for LPL Financial.

Papazian has also held senior executive roles at Ameriprise Financial, Morgan Stanley Investment Management, Evergreen Investments/Wachovia and Wells Fargo Securities.

Meanwhile, Garg has 22 years of experience as a technology executive in various industries and in his new role oversees technology strategy, product development, operations, and information security for the company.

Garg was most recently vice president for Cash America, where he led strategy and infrastructure operations. He has also held leadership roles at Citibank and FedEx. 

Papazian and Garg will both report directly to president and chief executive, Roger Ochs.

The firm is headquartered in Irving, TX. It used to be owned by Wells Fargo, which previously said that HD Vest’s business “does not align precisely” with the model of Wells Fargo Advisors, which focuses on wealthy clients.

 

 

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