WealthVest Increases Workforce with Eight Wholesaling Positions into East and West Coasts, Southern States, Rocky Mountain Region and Hawaii
August 5, 2018 by WealtVest
BOZEMAN, MONT. (PRWEB) AUGUST 05, 2018
WealthVest exemplifies face-to-face wholesaling with market experience and consumer value as the industry leader in fixed and fixed index annuities.
Regional Consultant, Nate King, is assigned to Florida and 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, Nate was one of the most successful annuity wholesalers for the largest manufacturer of annuities in North America. Nate’s dedication is helping financial advisors and their clients prepare for the uncertainty of retirement. Nate holds a Series 7, 6, and a Series 63 securities license, as-well-as Life and Health insurance licensed. Before wholesaling annuities, Nate toured the U.S. as a guitarist for numerous country music stars.
Steve Smith joins the Regional Consultant team in Texas, Oklahoma, and Arkansas. Mr. Smith brings his previous experience as Regional Vice President at a mutual insurance company to the forefront. Steve’s specialized involvement in insurance and retirement planning for financial advisors and their clients is a valuable asset company. He holds a Series 6, Series 63, 65, as-well-as Life and Health insurance licensed. Steve earned his bachelor’s degree from Ohio University. Outside of the office, he enjoys spending time golfing and enjoying all Dallas has to offer.
Regional Director, Justin Merritt joins the wholesaling team under Vice President, National Sales Manager Charlie Yoachum. Charlie and Justin will be working together to wholesale the South Texas, Southern Louisiana and Southern Mississippi markets. Since 2001, Justin has been helping financial advisors expand their practice with a background in wholesaling variable, index and fixed annuities as-well-as mutual funds for three Fortune 100 firms. Justin earned a degree in Financial Planning from Franklin University in Columbus, OH. He currently holds FINRA Series 7, Series 63 and 65 licenses. He and his wife live in TX where they enjoy volunteering with local animal rescue organizations and supporting the Texas live-music scene.
Sean Jarrett, WealthVest Regional Consultant, was a successful wholesaler in the field of variable annuities in North America. Mr. Jarrett was a financial advisor and now shifts his focus to helping financial advisors grow their practice. His specialty for the last seven years has been in fixed, fixed index, variable and advisory annuity sales. Sean holds a Series 6, 7 and Series 63 Securities License as-well-as and Life and Health insurance licensed. Sean, a former professional baseball player, resides in Colorado with his wife and two boys.
For more than six years, Will Naas has helped financial advisors grow their practice in fixed, fixed index and variable annuity sales. He was one of the most successful annuity wholesalers for the largest manufacturer of variable annuities in North America. Before wholesaling annuities, he served as a Business Development Consultant specifically for the broker-dealer channel. WealthVest is excited to have Will join the Regional Consultant team. Will holds a Series 6 and a Series 63 securities license as well as Life and Health insurance licensed. Will earned his degree in Finance from Adams State University in Alamosa, Colorado and is proud to have been a starting member of the football team.
For over four years Ravin Patel has been helping financial advisors grow their practice. With his knowledge of fixed, fixed index, and variable annuity sales and experience as an advisor associate and brokerage consultant, Ravin makes a great addition to the WealthVest team. Before WealthVest, Ravin served as a top annuity wholesaler for Jackson National. He continues to help financial advisors and their clients through the journey of retirement. Ravin holds a Series 7 and a Series 63 securities license as well as life and variable annuity insurance licenses. Mr. Patel is a Regional Consultant for WealthVest.
Matt Nelson, WealthVest Regional Consultant, brings more than three years of experience to the RC channel at WealthVest. He has demonstrated to be one of the most successful annuity wholesalers working for the largest manufacturer of variable annuities in North America helping financial advisors grow their business of fixed, fixed index and variable annuity sales. His love for the outdoors brought him to Colorado where he graduated from the University of Colorado Boulder with a degree in Environmental Science and Business. Matt holds a Series 6 and Series 63 securities license as well as life and health insurance licensed.
Aaron McBride brings his expertise of fixed, fixed index, and variable annuity sales to the WealthVest team. As one of the most successful annuity wholesalers for the largest manufacturer of variable annuities in North America, he has more than nine years of experience helping financial advisors grow their practice. Mr. McBride has also served as a Business Development Consultant specifically for the broker-dealer channel. Aaron holds a Series 6, Series 7, Series 26 and a Series 63 securities license as well as life and health insurance licensed.
Jonathon Ranello joins WealthVest as a Regional Director and brings more than a decade of experience. He has recently served as Regional Vice President of NorthStar Securities, LLC covering the Upper Midwest region, Minnesota, Wisconsin, Iowa, Nebraska, and the Dakotas. Jonathon assisted New England’s Regional Vice President by providing communication and education on various alternative investment products while cultivating relationships with advisors. Jonathon was involved in institutional sales for an electronic broker-dealer, Instinet, LLC in New York City, where he helped develop and run an online commission aggregation platform for institutional trading clients. Jonathon lives with his wife and son in Denver and enjoys fishing, camping, and hiking. He holds a Bachelor of Science in Economics and Political Science from Rutgers University out of New Jersey and holds Securities Licenses Series 7, 24, and 63
About WealthVest
WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated insurance carriers. WealthVest designs, markets, and distributes these essential products throughout the nation and is squarely focused on developing products 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, WealthVest has provided financial professionals with thorough coaching, effective face-to-face sales training, and thought leadership on retirement planning concepts and products of the highest consumer value offering principal protection and lifetime guaranteed income.
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