DALLAS, October 4, 2023 – HilltopSecurities has announced the expansion of its insurance service capabilities with the launch of HilltopSecurities Insurance, its affiliate that offers insurance solutions to financial professionals.

Founded in 1978 as Southwest Insurance Agency, HilltopSecurities Insurance was formed to provide a broader set of solutions to the financial professionals across the Hilltop family of companies in order to strengthen client relationships and enhance the client experience.

Currently, HilltopSecurities Insurance serves:

• Financial professionals in HilltopSecurities’ Private Client Group and Momentum Independent Network
• Agricultural insurance professionals who work with owners of family farms
• Financial services professionals—including registered representatives, registered investment advisors (RIAs), and insurance agents—who are clients of HilltopSecurities’ clearing services

“HilltopSecurities Insurance is poised to serve as a go-to resource for financial professionals seeking hands-on support when it comes to choosing insurance solutions for their clients,” said HilltopSecurities President and CEO Brad Winges. “HilltopSecurities Insurance’s commitment to customer service, combined with its seasoned team of insurance experts, will bring value to financial professionals and the clients they serve.”

HilltopSecurities Insurance consists of eight experienced insurance professionals. The team’s role goes beyond granting access to insurance products—it functions as a full-service partner to financial professionals, working closely with them to implement insurance solutions that best align with their clients’ financial plans, long-term goals, and risk management needs. They help them create comprehensive risk management plans through customized advice, expertise, and financial planning.

Currently, HilltopSecurities Insurance offers solutions across four key areas: insurance and annuity review, business planning, personal and family planning, and estate planning.

HilltopSecurities Insurance is led by Dave Kittredge, Senior Managing Director and Head of Insurance. Kittredge, who joined earlier this year to lead the expansion, has worked in the financial services industry for more than 35 years. As Head of Insurance, Kittredge is responsible for the strategic direction and management of HilltopSecurities Insurance’s sales, marketing, operations, and partnerships.

In addition to Kittredge, Will Nelson, who has been with HilltopSecurities for nearly 20 years, helps lead HilltopSecurities Insurance. As Managing Director of Insurance, Nelson is responsible for day-to-day sales and operations.

“We are pleased to provide specialized expertise to financial professionals so they can help their clients protect their wealth and achieve their goals,” said Kittredge. “Ultimately, our goal is to help financial professionals enhance their client relationships and run a more efficient business so they can grow.”

About Hilltop Securities Inc.
HilltopSecurities is a full-service municipal investment bank and wealth advisory firm providing a full suite of financial services for public entities, institutional investors, housing finance agencies, broker-dealers, and individual investors. Founded in 1946, its primary areas of focus include public finance, capital markets, structured finance, retail brokerage, clearing services, and securities lending. Hilltop Securities Inc.’s goal is to build long-term relationships to help communities, businesses, and individuals thrive. A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities’ affiliates include Momentum Independent Network, PlainsCapital Bank, and PrimeLending. Learn more at HilltopSecurities.com. Member: NYSE/FINRA/SIPC.

FORWARD-LOOKING STATEMENTS DISCLAIMER
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements anticipated in such statements. Forward-looking statements speak only as of the date they are made and, except as required by law, we do not assume any duty to update forward-looking statements. Such forward-looking statements include, but are not limited to, statements concerning such things as our plans, objectives, strategies, expectations, intentions and other statements that are not statements of historical fact, and may be identified by words such as “believe,” “continue,” “expects,” “may,” “plan,” “seeks,” “will” or “would” or the negative of these words and phrases or similar words or phrases. See the risk factors described in Hilltop Holdings Inc.’s most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q and other reports that are filed with the Securities and Exchange Commission. All forward-looking statements are qualified in their entirety by this cautionary statement.

CONTACT: 

Hilltop Holdings Inc.
Ben Brooks
214.252.4047
Ben.Brooks@Hilltop-Holdings.com