BOZEMAN, Mont. (PRWEB) March 14, 2019
WealthVest continues to grow their team of wholesalers by hiring Bradley Yoshida. Bradley will cover the Arizona, Colorado, New Mexico, Nevada, and Utah territories helping advisors with retirement planning utilizing fixed and fixed index annuities. WealthVest demonstrates traditional face-to-face wholesaling as the #1 independently owned distributor of fixed and fixed index annuities in financial institutions.
Brad brings 9+ years of industry experience to his clients. After earning duel degrees in Accounting and Finance from Fort Lewis College he started his career as an auditor with a top 10 accounting firm in Denver, Colorado. After working in the accounting sector for a few years he decided to make the switch into financial services and began working as a wholesaler at Jackson National. He had the opportunity to sharpen his skills in both the wire house and independent channels, most recently he was the Regional Vice President covering Greater Illinois.
Brad now resides in Bozeman, Montana, as the Regional Director for WealthVest, covering AZ, CO, NM, NV and UT. He enjoys working with a company who has principles that align with his own, doing what is best for the client and offering the highest consumer value solution.
Outside of the office you can find Brad on the river fly fishing, on the mountain snowboarding or outside taking advantage of one of Montana’s numerous outdoor activities. He holds his Series 6, Series 63 and Life Insurance licenses.
WealthVest is excited to add Bradley to the team of over 80 wholesalers and WealthVest looks forward to the value he will bring to the organization and the advisors he supports.
WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated insurance carriers. WealthVest designs, markets, and distributes these essential products throughout the nation and is squarely focused on developing products 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, WealthVest has provided financial professionals with thorough coaching, effective face-to-face sales training, marketing collateral, and thought leadership on retirement planning concepts and products of the highest consumer value – offering principal protection and lifetime guaranteed income.
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