WealthVest Increases Leadership In Arizona, New Mexico And Las Vegas With Addition Of Stacy Passeri As Regional Director

Share Article

Stacy Passeri Announced As Regional Director for WealthVest

Stacy Passeri marks the 30th anniversary of her entrance into the financial services world by joining WealthVest.

Passeri’s diversified background brings retail, wholesale and product development experience. Prior to joining Farmers, Blue Water Financial Partners and State Farm, Stacy was Managing Partner, and CEO, of KiteTale, LLC, an anonymized, redundant data aggregation platform. She drew on her extensive background in real estate, financial services, recruiting and organizational developmental consulting to establish this unique platform supporting transparency, accountability and risk management within credit cycles.

Originally, Stacy started her career in residential real estate in Marin County, California. After five years, she applied for, and was one of the few females accepted into the comprehensive investment broker-training program with Shearson Lehman Brothers. Advancing quickly, and demonstrating a unique comprehension for wealth management tools, Stacy was recruited to the insurance industry in a recruiting, management and compliance capacity. After five successful years, concluding with a 400% team sales increase in her final year, earning her the President’s Honorary Award with Connecticut Mutual Financial Services, she joined Ohio National Financial Services, first as a Producing General Agent and then as a Regional Vice President and Corporate Officer. She went onto secure a Regional Vice President position with Pacific Life in the stock brokerage distribution channel.

Stacy attended Ohlone College in Fremont, California and UC Berkeley. She holds a Series 6, 63, Life, Health, Disability and Property and Casualty license, as well as being a Notary.

Stacy enjoys spending time with her children and grandchildren, cooking, travel, and hiking. She has recently developed a passion for Spinning.

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Dia Johnson
+1 406-203-1510
Email >
Visit website