WealthVest Announces Derek Roy Assumes Regional Consultant Position
July 19, 2019 by WealthVest
BOZEMAN, MONT. (PRWEB) JULY 16, 2019
WealthVest continues to grow their team of wholesalers by hiring Derek Roy, covering multiple territories throughout Northern Florida, helping advisors with retirement planning utilizing fixed and fixed index annuities. WealthVest demonstrates traditional face-to-face wholesaling as the #1 independently owned distributor of fixed and fixed index annuities in financial institutions.
In joining WealthVest, Derek is responsible for providing actionable sales ideas, meaningful marketing content, client resources, and tools that are rich in advisor education and practice management. Derek joins a team of highly educated, experienced professionals who are go-to consultants on retirement income planning. Regional Consultants are passionate about helping financial professionals build a secure retirement portfolio for risk-averse clients.
Prior to joining WealthVest, Derek served as Executive Vice President, Mergers and Acquisitions for Collaborative Wealth, an SEC Registered Investment Advisor, focused on succession planning for independent financial planners. He has over two decades of experience in financial services, including senior distribution roles for Pacific Life, Rochdale Investment Management and Jackson. Derek is a Level III candidate in the Chartered Financial Analyst program.
Derek graduated from North Carolina State University with a B.S. in Business Management. He currently resides in Orlando, FL with his wife and two sons. On those rare occasions when he’s not cheering his kids on from the sidelines, he enjoys a nice bottle of wine, cooking Italian meals and watching college basketball.
WealthVest is excited to add Derek to the team of over 80 wholesalers and WealthVest looks forward to the value he will bring to the organization and the advisors he supports.
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, marketing collateral, 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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