DALLAS--(BUSINESS WIRE)--Hilltop Securities Inc. (HTS) today announced that a wealth management team overseeing $400 million in client assets recently joined the firm’s Private Client Group in Dallas, Texas. Financial advisors Vickie Wise and Skip Davis join the firm as Senior Vice President and Vice President, respectively, along with Registered Client Service Associate Melissa Del-Cid.
At HTS, Wise and her team will focus on providing holistic wealth management solutions—including investment services, estate planning and risk management—tailored to meet the needs of high-net-worth investors, institutions, trusts and charitable foundations. The group will serve clients out of HTS’s Park Cities branch office at 8201 Preston Road, Suite 600, Dallas, TX 75225.
“Advisors today want a firm that can offer more than just the usual products and services of a traditional brokerage house,” said David E. Geschke, Senior Managing Director of HilltopSecurities Wealth Management. “Our firm supports this kind of bridge building, and we’re excited to see the partnerships that come from having Vickie and her team on board.”
“HilltopSecurities’ open advisor platform lets us do business our way,” said Wise. “Our mission is to organize the financial lives of our clients.”
About Vickie Wise
Wise joins HTS from BOK Financial Securities (BOKFS) where she served as Senior Vice President, Client Advisor. While at BOKFS, Wise established an institutional investments department and led the firm’s Park Cities Client Advisor team, which provided investment management services, estate planning, business succession planning and personal financial planning to high-net-worth individuals and families, as well as several institutions. Prior to that, she served with Morgan Keegan & Company and Llama Company, a financial services firm wholly owned by the Sam Walton family. In addition to her work in financial services, Wise also recently finished serving on the Park City Club’s Board of Governors, the Irma Rangel Young Women’s Leadership School Advisory Council and the Steering Committee for Allies in Service. She is currently a member of the Board of Directors for Rays of Light and the Gil Taylor Depression Awareness Alliance. She has also been an instructor in the CFP® Program at Southern Methodist University. Wise earned her bachelor’s degree in Financial Management from the University of Arkansas. She is a Certified Financial Planner, a Chartered Life Underwriter and holds FINRA Series 7, 63 and 65 licenses.
About Skip Davis
Davis joins HTS from BOK Financial Securities where he served as Vice President, Client Advisor. At BOKFS, Davis provided comprehensive financial planning services and insurance solutions to high-net-worth individuals. Prior to that, he served as Vice President, Financial Advisor, with JPMorgan Chase in their Grapevine/Colleyville office from 2007 to 2012. Davis began his career in financial services as an insurance professional, advising clients on life insurance policies and supplemental income investments. He studied at the University of Houston and holds FINRA Series 7, 6, 63 and 66 licenses.
About Hilltop Securities Inc.
Hilltop Securities Inc., a member of NYSE, FINRA and SIPC, delivers forthright advice and tailored solutions to municipal issuers, institutions, broker-dealers and individuals. The financial services firm and registered investment adviser is headquartered in Dallas, Texas, with offices across the United States. Areas of focus include public finance, municipal and taxable fixed income underwriting, sales and trading; equity and portfolio trading; retail brokerage services; securities clearing; structured finance; and securities lending. A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities’ affiliates include Hilltop Securities Independent Network Inc., PlainsCapital Bank, PrimeLending and National Lloyds Corporation. Learn more at www.HilltopSecurities.com.