Val Dziedzic to Take on Position with WealthVest

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A New Regional Consultant for Fast-Growing Firm

Massachusetts resident, Val Dziedzic, will be assuming a regional consultant position with WealthVest this month. An 18-year veteran of the financial services industry, Dziedzic will be a strong asset to WealthVest’s team of growing professionals.

Dziedzic’s career began in 1996 as a financial specialist, where he focused on financial planning for direct business. Dziedzic then moved into a role as a trader for Citicorp in 1999, managing individual accounts and acting as a liaison between wealth advisors and portfolio managers. In 2003, Dziedzic took on a role as regional sales consultant, supporting variable annuity sales and driving market share and revenue. Since then, Dziedzic has held roles that help financial professionals better understand living benefits and retirement income solutions that can help solve their clients' long term income needs.

“I speak for everyone at Wealthvest when I say we are very excited to have Val as part of this team”, said Michael Yopko, Divisional Sales Manager.

Dziedzic obtained his bachelor’s degree in management from Central Connecticut State University, and is Series 63, 65, 7, and Life insurance licensed.

WealthVest — based in Bozeman, MT, and San Francisco, CA — is a financial services marketing and distribution firm specializing in high-quality fixed and fixed index annuities from many high-quality insurance companies. For the 10,000+ baby boomers who are retiring daily, retirement is top of mind. Americans have purchased $24.2 trillion in retirement assets to insure their golden years, according to the ICI. WealthVest specializes in the marketing and distribution of these essential building blocks of retirement savings for financial professionals and their clients across the nation.

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: a field wholesaling team dedicated to banks and broker-dealers; a field wholesaling team dedicated to independent broker-dealers; a team dedicated to independent agents and advisors; 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 its team, and over $1 billion in sales to date.

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Hannah Matro
WealthVest Marketing
877.595.9325 Ext: 203
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