Bozeman, Montana (PRWEB) April 23, 2016
WealthVest has announced that Matt Tully of Indiana will serve as Regional Consultant for the Indiana and Kentucky regions.
Tully began his career in external sales at Massachusetts Financial Services in 1990 with mutual fund and variable annuity sales where he received the Top in Total Sales and Heritage Award accolades. He has served as Regional Wholesaler in Indiana, Ohio, and Kentucky exceeding sales goals and surpassing required metrics. Tully has over 20 years of experience managing territories, increasing sales, and growing relationships which makes him a wonderful addition to WealthVest.
Matt graduated from Indiana University with a Bachelor of Arts in Economics, is a Certified Investment Management Analyst from the Wharton School of Business and holds NASD Series 6, 63, 65.
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.