People Moves

WealthVest Adds To New England Directorship

Amisha Mehta Assistant Editor November 2, 2015

WealthVest Adds To New England Directorship

WealthVest Financial Partners, a distribution firm specializing in fixed and indexed insurance and retirement savings products, has appointed a regional director in New England.

WealthVest has appointed Kevin Baker as regional director in Connecticut, Western Massachusetts, New Hampshire, Maine, and Vermont.

Baker was most recently owner of American Annuity and 4D Private Wealth Strategies. Before this, he served as regional vice president at MetLife Investors and A.I.G/Sun America.

“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.

The hire folows that of Tom Leslie, who joined WealthVest in September as regional director in the eastern Ohio, western Pennsylvania and west Virginia territories.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes