Why a HilltopSecurities Advisor?
Managing your own money can be an arduous task. At HilltopSecurities, we are here to serve as trusted advocates for our clients, delivering the financial guidance, services and solutions you need. Our advisors take the time to understand what is truly important to you – delivering a level of service that is all too rare in today’s market.
We pride ourselves on knowing when and where to invest your money and how to effectively allocate resources to pursue your definition of success. Your needs are our priority and we are dedicated to providing the attention you deserve.
Meet Our Wealth Magagement 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…