Bozeman, MT & San Francisco, CA (PRWEB) April 08, 2015
WealthVest announced today that Henry Lawrence has joined the firm as a regional director to promote fixed and fixed index annuities in North and South Carolina. Lawrence brings with him 20 years of industry experience, which will be instrumental to continuing WealthVest’s growth in 2015 and beyond.
In the course of his career thus far, Lawrence has fostered management, client relationship, and business plan implementation skills in roles such as account executive, vice president of operations and accounting, and sales manager.
“Wealthvest Financial Partners is excited to have Henry join our firm. He brings tremendous experience and knowledge of the financial services industry to our team and he will be a key player in our rapidly growing business,” said Kevin Connor, Managing Director.
Lawrence graduated from the University of North Carolina Greensboro with a master’s degree in business administration with a finance focus. He is also Series 7 and Series 66 licensed.
WealthVest — 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.