For every generation
Financial planning is about life building, and building lifelong relationships. Whether you’re starting a family, taking over the family business, or handing over the reins to live the retirement you earned, our advisors can help.
Products and Services
From enjoying retirement and planning for the unexpected, to saving for college and taking that vacation you’ve always dreamed about, we offer a full suite of investment products and services to help put you on the right track.
Be seen. Be Herd.
Are you a financial advisor looking to be part of a strong and stable firm? HilltopSecurities has a home for advisors of every stripe—from our employee channel to independent and beyond.
Meet Our Wealth Management Team
David E. Geschke
President of HTIN, Senior Managing Director of Wealth Management
David E. Geschke is President of HilltopSecurities Independent Network and Senior Managing Director of Wealth Management. He is responsible for the oversight of the firm’s private client group and ind…
Head of HilltopSecurities Independent Network
Will Nelson is Head of HilltopSecurities Independent Network, responsible for the oversight of Wealth Management’s independent advisors, insurance office, retail operations and recruitment. He has mor…
Managing Director, Products and Solutions
As Managing Director, Wealth Management Products and Solutions, Anton Berends is responsible for expanding HilltopSecurities’ insurance and advisory services efforts, as well as delivering services fo…
Chief Compliance Officer of HilltopSecurities
Mike Cogliano is Chief Compliance Officer of HilltopSecurities over Retail, AML, Clearing and Licensing and Registration. He is a Certified Regulatory and Compliance Professional (CRCP), responsible f…
Steve K. Jones
SVP & Regional Director, Gulf Coast
Steve Jones is Senior Vice President, Regional Director for HilltopSecurities Private Client Group (PCG). Mr. Jones oversees the division’s Gulf Coast branches and assists branch managers with practic…
Alan T. Lennick
Regional Director, Pacific Coast | SVP, Practice Management
Alan Lennick serves as Pacific Coast Regional Director for HilltopSecurities’ Private Client Group and Senior Vice President (SVP), Practice Management. As Regional Director, Mr. Lennick consults with…
Manage Your Future with the Right Tools
Evaluate investment growth by asset and sector. Explore tools to help you build a stronger financial foundation.