William Miller Assumes Regional Director Position

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WealthVest Hires Experienced Industry Professional

WealthVest announced today William Miller of Clarendon Hills, Illinois, will be joining their team as a regional director.

“We are excited to have Bill Miller as part of the growing WealthVest Financial Partners wholesaling team,” said Kevin Connor, Managing Director. “Bill brings extensive annuity wholesaling experience with him and is well known and liked in the Northern Illinois/ Indiana market.”

Bill has spent the last 20+ years working for some of the top names in the industry, including AIG SunAmerica Financial Group, Lincoln Financial Distributors, and Forethought Financial Group. Bill has held roles such as divisional vice president, regional marketing and sales representative, and account executive, externally wholesaling and developing and maintaining advisor and firm relationships.

Bill attended Wittenburg University in Springfield, Ohio, and is Series 7 and 63, and Illinois and Indiana life insurance 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.

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Hannah Matro
WealthVest Marketing
877.595.9325 Ext: 203
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