WealthVest Announces – Jeffrey L. Smith Assumes Regional Consultant Position

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WealthVest announced that Jeff Smith of Palmetto, Florida, will serve as Regional Consultant in the Southern Florida territory.

WealthVest announced that Jeff Smith of Palmetto, Florida, will serve as Regional Consultant in the Southern Florida territory where he will help clients with rethinking retirement.

Smith began his financial service career with Merrill Lynch as a sales executive in 1999 working in accession of new clients and assets. He transitioned into the position of Vice President with Merrill Lynch Bank of America where he directed $325 million in sales. He served as Senior Vice President of External Wholesale with Deutche Bank DWS and PIMCO, eventually landing at KKPM Capital as Managing Director.

Smith is a skilled sales and marketing executive with extensive knowledge of financial product distribution and has broad-based experience across bank, independent, RIA and Wire House channels. He has a proven track record of accomplishments in sales, marketing, technology and distribution in the financial industry.

Smith is a consummate national speaker, key note speaker, national trainer and served as mentor and coach for many entities. He graduated from East Carolina University, Greenville, NC with a Bachelor of Science in Business Administration and received his MBA from University of Florida, Gainesville, Florida.

He holds FINRA License 7 and 66.

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
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