WealthVest Announces Bradley Yoshida Assumes Regional Director Position

WealthVest is pleased to announce the addition of Bradley Yoshida to the Regional Director team.

WealthVest continues to grow their team of wholesalers by hiring Bradley Yoshida. Bradley will cover the Arkansas/Tennessee area helping advisors with retirement planning utilizing fixed and fixed index annuities. WealthVest demonstrates traditional face-to-face wholesaling as the #1 independently owned distributor of fixed and fixed index annuities in financial institutions.

Brad brings 8+ years of industry experience. He has a proven track record of supporting financial advisors with the goal of becoming their first resource for competitive products, exceptional service, and high-impact marketing and business building programs. Before joining WealthVest, he was a Regional Vice President with Jackson National covering the greater Illinois area. Prior to the external wholesaler role, Brad cut his teeth on the sales desk working with the top wholesalers in the company. He started as an internal wholesaler covering the wirehouse channel in New York City and then moved to the Business Development Consultant role covering South Carolina and Florida in the independent channel. Brad has dual degrees in Accounting and Finance from Fort Lewis College. He holds his Series 6, Series 63 and Life Insurance licenses. In his free time, he enjoys spending time outdoors, playing golf, fly fishing, snowboarding and camping.

WealthVest is excited to add Bradley to the team of over 80 wholesalers, and WealthVest looks forward to the value he will bring to the organization and the advisors he supports.

About WealthVest

WealthVest is a financial services firm specializing in the distribution of high-quality fixed and indexed annuity products from top-rated insurance carriers. WealthVest designs, markets, and distributes these essential products throughout the nation and is squarely focused on developing products 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, WealthVest has provided financial professionals with thorough coaching, effective face-to-face sales training, marketing collateral, and thought leadership on retirement planning concepts and products of the highest consumer value – offering principal protection and lifetime guaranteed income.

WealthVest’s Video Library: https://wealthvest.com/video-library

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Source: WealthVest


Categories: Marketing, Finance

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