Explore Modernizing Your Annuity Platform with Kevin Beard
Simplify Compliance. Strengthen Due Diligence. Partner with Us.
WealthVest Investment Services provides a best-in-class experience designed to streamline product sourcing, strengthen due diligence processes around Reg BI and reduce compliance and supervisory burdens.
About Kevin
Kevin Beard is Chief Strategy Officer at WealthVest. He leads WealthVest’s national accounts team and oversees relationship management and acquisition efforts for WealthVest Investment Services. He is responsible for managing the long-term strategic growth of WVIS and its associated products. He also directly oversees the firm’s service offerings and collaborative efforts with investment banks, private equity firms, and key partners.
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With a strong track record in the financial services industry, Kevin is committed to supporting banks, broker-dealers, registered investment advisors, and OSJs with product distribution and service excellence. He is well known for cultivating high-impact partnerships, mentoring high-performing teams, and navigating complex initiatives. He has successfully led numerous platform acquisitions and established high-performing recruiting teams.
Before joining WealthVest, Kevin served as Chief Growth Officer and Founding Partner of Atria Wealth Solutions. He has held key leadership roles throughout his 30 years of experience in the independent broker-dealer (IBD) industry. This includes leading the Recruiting and Acquisition Strategy division for AIG Advisor Group and serving as regional director with Rehmann. He co-founded two companies: Innovative Advanced Resources, a specialized, high-net-worth investment distribution and business advisory firm that served financial advisors and asset managers, and Beard Management Inc., a wealth management consulting firm.
Kevin earned a BA in finance from Kent State University. He serves as Northeast Ohio Corporate Chair for the Arthritis Foundation and Secretary for the FSI Marketing Council. He is a member of the Diversity and Inclusion Committee for the Bank Insurance & Securities Association.
What you’ll get by downloading our Q2 in Review & Mid-Year Outlook
No Opinions, Just Data & Analysis
This report delivers real insights grounded in market behavior, not guesswork.Clear Client Talking Points
Use these insights to guide smarter, more confident conversations with your clients.Portfolio Strategy & Global Trend Breakdown
Understand the macro forces shaping Q3 and how to position portfolios accordingly.
I can join the chorus of people that are giving great feedback regarding Tim Pierotti’s presentation to my team. It’s refreshing to find an economist that can provide an economic update and subsequently translate that into how we can help our clients
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