Local Financial Services Professional Recognized Among Financial Services Firm's Premier Advisors

WINTER HAVEN, Fla. - May 22, 2013 - PRLog -- (Winter Haven, FL, May 20, 2013) – H.D. Vest Financial Services® recently recognized Lynn A. Schmidt, a financial services professional in Winter Haven, for her success at the 2013 Roger Challenge Forum.

         In recognition of this achievement, H.D. Vest President and CEO Roger Ochs presented Schmidt with the prestigious H.D. Vest Excellence Award. “We recognize these leaders for their commitment to their clients and their profession,” says Ochs. “These Advisors have excelled in client service and are great role models for other advisors in our firm.”

         The awards were presented at the firm’s 2013 Roger Challenge Forum at the Rosewood Crescent Hotel in Dallas, TX. Schmidt was one of 50 Advisors invited to attend, along with the firm’s senior executives and leading financial industry Educational Partners. She participated in educational meetings and networking events, along with an awards ceremony and dinner.

         Lynn A. Schmidt has been an Advisor with H.D. Vest since 1997. She has owned Lynco Financial & Tax Services, Inc. in Winter Haven, FL, since 1980. Lynn graduated from New Hampshire College with a degree in Accounting and has earned such designations as Enrolled Agent, Fellow - National Tax Practice Institute, Certified Fund Specialist, Certified Senior Advisor and Accredited Retirement Advisor.  Lynn holds various securities licenses (Series 6, 26, and 63) and is health and life insurance licensed.

         Schmidt serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multi-generational estate planning, comprehensive tax reporting, online account access; as well as account consolidation and systematic investment plans.

About H.D. Vest, Inc.

         Since its inception in 1983, H.D. Vest Financial Services® supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,800 independent contractors manage over $28 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.