Curtis Marsh Assumes Role as Regional Director

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WealthVest Financial Partners Hires New Member to Increase Nation Coverage

WealthVest officially announced today that Utah resident Curtis G. Marsh will be joining their team as a regional director, representing multiple companies to promote fixed and fixed index annuities.

Marsh is an experienced sales professional, having worked with top industry names such as Shearson-Lehman Brothers, Merrill Lynch, and Morgan Stanley over the course of his 12 years as a financial consultant. He has held positions as a financial consultant, regional vice president, and regional sales manager for firms such as Keyport Life, AIM/INVESCO, Liberty Funds Distributors, and Janus Capital. After his retail career, Marsh was responsible for the design and sales of the first indexed annuities for Keyport Life Insurance Company in Boston as a regional vice president. Some of his key accomplishments in these roles have led him to become a leader in sales within the industry and amongst many of the leading bank, advisor, and wirehouse channels.

“Curtis is a seasoned professional with many years of experience in financial services. We look forward to Curtis being part of the Wealthvest team”, said Kevin Connor, Managing Director for WealthVest.

Marsh attended the University of Utah and Harvard School of Negotiations. He currently resides in Bountiful, Utah, where he is the father of two daughters, enjoys the outdoors and his horses, and is an avid Harley-Davidson enthusiast. Marsh is also very active in many local and national charities.

WealthVest Financial Partners 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: a field wholesaling team dedicated to banks and broker-dealers; a field wholesaling team dedicated to independent broker-dealers; a team dedicated to independent agents and advisors; 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 its team, and over $1 billion in sales to date.

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Hannah Matro
WealthVest Marketing
877.595.9325 Ext: 203
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