WealthVest Welcomes Wholesaler Additions to Cover National Territories on West Coast, Northeast, in Hawaii, Florida, Ohio, Kentucky and Illinois
April 23, 2018 by Wealthvest
BOZEMAN, Mont., April 23, 2018 /PRNewswire-PRWeb/ — WealthVest is pleased to announce the addition of five Regional Consultants and three Regional Directors to cover strategic areas of the United States.
Peter Gross, a new Regional Consultant, brings 16 years of financial experience to his position. He is responsible for overseeing sales in San Diego and Orange County area. Before joining WealthVest, Mr. Gross worked at Altegris, held internal and external sales positions at John Hancock where he was responsible for the distribution of variable and fixed annuities. Peter holds a BA in English from the University of Delaware, as well as Series 3, 6, 7 and 63 licenses.
Atit Shah, Regional Consultant for WealthVest, has been helping financial advisors grow their practice for more than five years with a background in fixed, fixed index, and variable annuity sales. Before joining WealthVest, Mr. Shah was one of the most successful annuity wholesalers for Nationwide Financial. Atit holds a Series 6 as well as the life and health insurance licenses. Having worked on both sides of the desk, he knows well the rewards, and challenges, advisors encounter every day. Atit graduated from The Ohio State University with a degree in Financial Planning. A true Buckeye at heart, Atit loves attending football games at the Horseshoe. Outside of the office, Atit enjoys golfing, skiing, and spending time with his family.
Michelle Moretto, Regional Consultant, has been helping financial advisors grow their practice and provide their clients with the best possible solutions for their retirements for two and a half years, with a background in fixed, fixed index and variable annuity sales. Before joining WealthVest, Michelle wholesaled for the #1 annuity writer in the industry, where she helped grow her territory’s market share by 13% in one year of sales. Before wholesaling annuities, she worked in Retail Client Account Services for Vanguard. Michelle’s aspiration is helping financial advisors prepare clients for retirement. She is driven to help you grow your practice. Michelle holds a Series 7, Series 6 and a Series 63 securities license, as well as life and health insurance licensed.
Mike Rooney, Regional Consultant, has been helping financial advisors grow their practice for more than ten years with a background in fixed, fixed index and variable annuity sales. Before joining WealthVest Mike was one of the most successful annuity wholesalers for the largest manufacturer of fixed index annuities in North America. Before wholesaling annuities, he worked for Chase Investment Services and Morgan Stanley assisting his clients with all their financial service needs. Mr. Rooney holds a Series 7 and Series 63 securities license as well as life and health insurance licensed.
James Augustus, a Regional Director, partners with elite financial advisors and consultants in the northeast to help grow their business. What he enjoys most about his work is providing his clients a high level of consultative support. James’ priority is learning what his clients are looking to accomplish and guiding them to achieve their goals. James has spent over 12 years in the investments management industry and offers a wide variety of solutions from investment views to retirement readiness. People who know him can always count on thoughtful, educational and entertaining presentations. He has developed and delivered presentations to help advisors and their client’s gain perspective on many of the topics that make up an investor’s financial picture. James is a graduate of the University of Massachusetts Lowell with a degree in Finance. James is married and resides in MA with his family. In his spare time, he is an avid golfer, loves Boston sports teams and is a diehard Liverpool FC fan.
Sean Degnan joins the Regional Director team at WealthVest. Mr. Degnan has 14 years of experience helping financial advisors grow their practices. He has excelled as an External Wholesaler with First Trust and Nuveen and holds a Series 7, Series 66, and Life and Health Insurance Licenses. Sean earned his bachelor’s degree from Georgetown University in Washington, DC and still lives in the area with his wife and their three children.
Mr. Mike Becconsall, Regional Director, comes to WealthVest with 24 years of industry experience and a proven track record of helping advisors grow and manage their practice. His career began in 1993 in The Hartford’s annuity product development area providing research, design, and the launch of Hartford’s suite of industry-leading annuity products. He began working with PLANCO, Hartford’s distribution arm, in 1999 and most recently he was a Regional Vice President for Invesco and PowerShares ETF’s. Mike earned his bachelor’s from The University of Connecticut and possesses his Series 7, 66 and 63.
WealthVest is a financial services distribution firm specializing in high-quality fixed and indexed insurance and retirement savings products from top carriers. WealthVest designs, markets, and distributes these essential products throughout the nation. WealthVest’s focus is on creating product with the highest consumer value.
WealthVest was founded in 2009 by former CEO of American Skandia, Wade Dokken, and former CEO of Hartford Life Limited, Europe, Lincoln Collins. From the beginning, the company has provided financial professionals with exceptional field and phone support, effective sales training materials, thorough coaching, and the highest quality product.
The company possesses four sales teams: two field wholesaling teams dedicated to banks and broker-dealers, a field team dedicated to independent agents, and a Bozeman-based sales team focused on all agents and advisors. WealthVest has relationships with over 130 banks and broker-dealers around the United States, more than 100 committed professionals on their team, and over $1 billion in sales to date.
