Explore Modernizing
Your Annuity Distribution
with Kevin Beard
Simplify Compliance. Strengthen
Due Diligence. Scale Success.
Partner with Us.
In response to heightened Reg BI compliance and broker-dealer concerns about sales force saturation, WealthVest Investment Services (WVIS) is offering a best-in-class platform designed to enable scalable, compliant, and cost-effective expansion for both broker dealers and insurers. We are thrilled to announce that Kevin Beard, former growth officer and founding partner at Atria Wealth Solutions, will lead WVIS.
Deliver Strategic Innovation
with Chief Strategy Officer Kevin Beard
Kevin 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.
-
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.
Build Your Firm a Best-Interest Advisor Experience
WealthVest is at the forefront of modernizing annuity and structured products distribution by delivering scalable, compliant, and technology-forward sales platforms supporting both our carrier and distribution partners.
WealthVest Investment Services (WVIS) — a new go-to-market model —delivers an integrated platform for banks and broker-dealers, solving compliance and regulatory requirements while making it easy for advisors to grow their annuity and structured products business based on a comprehensive tech stack, WealthVest’s proprietary marketing and thought leadership, sales support, and concierge new business services.
