WealthVest Increases Team Leadership in New England

Share Article

Kevin Baker of Connecticut will serve as Regional Director.

WealthVest announced today that Kevin Baker of West Hartford, Connecticut, will serve as Regional Director in Connecticut, Western Massachusetts, New Hampshire, Maine, and Vermont.

Baker began his career with The Hartford in customer service then worked for American Skandia holding positions of team leader, national marketing director and regional vice president. Baker continued to hold the appointment of regional vice president while working for A.I.G/Sun America and MetLife Investors. He then became the owner of American Annuity and 4D Private Wealth Strategies.

Most notably, Baker has a strong background in developing top producing sales territories across many distribution channels, managing and tracking relationships while concentrating on client focused training strategies. He holds series 6, 7, 63, 66 and insurance licenses: Life and Health, Variable (CT, MA, RI, ME).

Kevin and his wife, Katie, have 4 daughters and he is very active in his community as a youth sports coach. When he isn’t working or coaching, Baker enjoys cheering for the New York Giants and the Boston Red Sox.

“We are excited to welcome Kevin to the WealthVest Financial Partners team. Kevin has a strong, established track record wholesaling annuities throughout the New England region and brings with him many longstanding relationships,” said Kevin Connor, Managing Director at WealthVest.

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Dia Johnson
WealthVest Marketing
+1 406.203.1510 Ext: 7510
Email >

Dia Johnson
Follow >
since: 06/2010
Like >

Visit website