H.D. Vest Services recently recognized Juliann Longhi, a financial services professional in Hometown, as one of its most successful advisors. In recognition of this achievement, H.D. Vest President Roger Ochs presented Longhi with the prestigious H.D. Vest Excellence Award. "We recognize these leaders for their commitment to their clients and their profession," said Ochs. "These advisors have excelled in all areas of client service and are great role models for other advisors in our firm."
The awards were presented at the firm's Premier Advisors' Forum at the Hyatt Regency Lake Tahoe in Incline Village, Nev. The top 75 advisors were invited to attend,along with the firm's senior executives and leading financial industry educational partners. Longhi participated in educational meetings and networking events, as well as the awards ceremony and dinner.
A H.D. Vest Advisor since 1987, Longhi has been the owner of Longhi Financial since 1980 and became a Certified Financial PLanner in 1990 at the College for Financial Planning in Denver, Col. More information is available a www.LonghiFinancial.com.