WealthVest Adds Doug Davidson to its Regional Consultant Wholesaling Team
WealthVest adds financial planning professional to distribute retirement solutions in the Rocky Mountain States
WealthVest, a financial services marketing and wholesaling firm, has announced Doug Davidson, a well-regarded financial planning professional, has joined their nationwide team as a Regional Consultant.
In the role, Davidson will wholesale asset accumulation, principal protection and retirement solutions from WealthVest’s carrier partners to financial professionals at banks, credit unions and broker-dealers across Montana, Idaho, Wyoming, Utah, and Colorado. He will be supported by WealthVest’s internal wholesaling, new business and marketing teams.
“Wealthvest is the complete package. Whether it’s to provide coaching, get help accomplishing sales strategies, or having the best back office in the business, it’s all there,” said Doug Davidson. “I am excited to provide my financial advisors all the great resources and tools WealthVest has available!”
An independently owned distribution firm, WealthVest’s wholesalers specialize in delivering safe alternative strategies that offer high consumer-value across the risk spectrum. Through Davidson, financial professionals across the Rocky Mountain States will have direct access to industry-leading multi-year guaranteed annuities, fixed index annuities and structured products from nationally recognized insurance companies.
Additionally, Davidson will be the main point of contact for WealthVest’s dynamic seminars, thought leadership, research and consumer-facing tools in the region. This includes setting up seminars with Tim Pierotti, WealthVest’s Chief Investment Strategist, providing the company’s in-branch referral training and offering their in-depth guide to safety-first retirement planning – Redefining Retirement: A Safe and Secure Way Down the Mountain, which was developed in partnership with Wade Pfau, PhD, CFA, RICP - to financial professionals.
Financial professionals can reach Doug Davidson at ddavidson@wealthvest.com or 801.560.3179.