Mirtha Lopez Joins WealthVest as Marketing Consultant

Share Article

Arizona Financial Professional to Strengthen Nationwide Firm

WealthVest announced today that Mirtha Lopez of Tucson, Arizona, will be operating as a marketing consultant to build relationships with financial professionals.    

Lopez has a varied career background, specializing in marketing and recruiting. Lopez most recently held a position as a financial advisor recruiter and marketer with J.D. Mellberg Financial. Her personal book of business achieved $7-10 million in annuities each month, and she operated as an expert guide for case design, case strategies, and illustration explanations. Before she took on this role in 2012, Lopez worked for various marketing firms, and was responsible for leading marketing teams, managing, planning, and implementing branding and communication strategies.

Lopez received her Bachelor of Marketing and Bachelor of International Business degrees from George Mason University in Fairfax, Virginia. She enjoys hiking, running, cooking, watching football, being with friends, and spending time with her 4-year-old son.

“Mirtha brings an energetic marketing level that has made her successful throughout her career and an absolute resolve to make sure her agents have the best product for their clients,” said Franco Devivo, National Sales Manager. “Her experience and high level of customer service make her a valuable asset for Wealthvest.”

WealthVest Marketing — based in Bozeman, MT, and San Francisco, CA — is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many high quality insurance companies. For the 10,000+ baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to insure their golden years, according to the ICI. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation.

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Hannah Matro
WealthVest Marketing
877.595.9325 Ext: 203
Email >

Hannah Matro
Follow us on
Visit website