New Hire Brings 18 Years of Financial Experience to WealthVest Marketing

Nationwide Financial Services Distribution Firm Brings on New Marketing Consultant

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Bozeman, MT & San Francisco, CA (PRWEB) May 29, 2014

Today, WealthVest Marketing, a financial services distribution firm, announced the hire of Paul Heffernan to fill the role as Marketing Consultant. Heffernan will bring a solid knowledge of business strategies and targeted product expansion to the team.

Heffernan comes to WealthVest with a vast background in the financial industry. Throughout his career thus far, he has served as a product manager, regional vice president, divisional marketing director, and annuity wholesaler. In past positions, Heffernan focused on the wholesale of fixed and fixed indexed annuity products to independent broker-dealer advisors, independent insurance agents, and registered investment advisors, providing detailed back office support to develop and maintain client relationships.

Heffernan graduated from Bridgewater State College in Massachusetts and will continue to operate out of his home state. He can be reached at pheffernan(at)wealthvest(dot)com or 406.551.9373.

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, more than 100 committed professionals on their team, and over $1 billion in sales to date.


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  • Hannah Matro

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