Mike Gordon Joins Team of Marketing Consultants

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WealthVest Marketing Adopts New England Wholesaler

Today, WealthVest Marketing announced that Mike Gordon of the Boston area will bring his 15 years of expertise in the financial services industry to their team.

Since the beginning of his career in 1997, Gordon has held positions with leading names in the financial industry. During his time at each, he has worked to lead cross-functional teams toward success, fostering superior communication skills, account handling tactics, and exceptional service techniques.

Gordon began as a broker operations representative, moving into other roles such as financial advisor, internal sales representative, independent planner, individual consultant, and, most recently, annuity wholesaler. The majority of his expertise has been gleaned from working with registered investment advisors throughout New England as a wholesaler of variable, index, and fixed annuities.

Gordon takes great interest in his partner advisors’ business, positioning himself as a true consultant to the practices he supports. Of this, Gordon says, “My job isn't just to deliver exceptional service and access to great products, but to be a conduit of ideas from the best producers and industry experts."

WealthVest Marketing looks forward to the opportunities that this partnership will bring, and is proud to be working with a seasoned professional such as Gordon. Gordon will work primarily with partners and investment professionals to assist with clients who are cost-conscious and risk-averse.

Mike Gordon can be reached at mgordon(at)wealthvest(dot)com or 406.551.9735.

WealthVest Marketing 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 two sales teams: a field wholesaling team dedicated to banks and broker-dealers, which together form the fastest-growing subset of the index annuity marketplace, and a team dedicated to independent advisors and agents. WealthVest has relationships with over 130 banks and broker-dealers around the United States.

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Hannah Matro
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