Bozeman, Montana (PRWEB) June 08, 2016
Alexander Jordan, better known as Sandy, has joined WealthVest as a Regional Consultant for Virginia where he brings many years of quality expertise to the region.
Sandy Jordan has worked in the financial services industry for over 24 years including 14 years as an external wholesaler. He has worked as a Regional Vice President for Forethought, Jackson, and The Hartford; and has experience as a Financial Advisor with Morgan Stanley.
Sandy graduated from Hampden-Sydney College in Virginia with a Bachelor of Arts (BA) degree in Economics. He has a certificate in Financial Planning from Georgetown University in Washington, D.C. and he is a CFP candidate.
Sandy lives in Charlottesville with his wife, where he enjoys golf and fly fishing. He holds FINRA licenses Series 7, 63 and 65 as well as a Virginia Life and Annuity insurance license.
WealthVest 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.