Vickie Wise and Skip Davis Join HilltopSecurities Park Cities Private Client Group in Dallas, Texas
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
“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.”
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