WealthVest Increases Team Leadership

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Thomas Leslie Announced at Regional Director

Thomas Leslie Announced at Regional Director
WealthVest Increases Team Leadership

WealthVest announced today that Tom Leslie of Butler, Pennsylvania, will serve as Regional Director in the Eastern Ohio, Western Pennsylvania and West Virginia territory.

Leslie began his career at a Wire House with Prudential Securities in 1992 working with multiple branches performing outbound relationship expansion and assisting in research and order execution. He transitioned into the position of Personal Investment Consultant two years later at Mellon InvestNet, a broker subsidiary of Mellon Bank, where he specialized in prospecting, marketing, sales and customer relations at 12 branch locations. He continued working with Mellon Bank in its subsidiary of Dreyfus Investment Services as a Financial Advisor where he coached financial relationship managers and fixed annuity specialists while becoming the number one revenue producer in Western Pennsylvania.

Most notably, Leslie worked for Citizens Investment Services as the Senior Regional Sales Manager and Vice President leading the team into a consistent revenue growth of an 80% increase while ensuring a diversification of utilized product solutions. He was instrumental in building partnerships within Citizens Wealth Management’s Broker-Dealer, Premier Banking and Private Bank & Trust Divisions.

Leslie possesses his series 7, 24, 63, and 65; Life and Accident Health and CRC.

"We are excited to have someone with Tom's vast financial services experience join our team,” said Kevin Connor, Managing Director at WealthVest. “He is a great addition to WealthVest Financial Partners."

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: two field wholesaling teams dedicated to banks and broker-dealers, a field team dedicated to independent agents, 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 their team, and over $1 billion in sales to date.

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Dia Johnson
WealthVest Marketing
+1 406.203.1510 Ext: 7510
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