Structured Products
Here at WealthVest, we help you by providing the right tools and resources to improve your practice and make your clients’ comfortable retirement a reality.
Library
Structured Notes
Structure Note Snowball
Market-Linked CDs & FDIC Insurance
Market-Linked CDs
Statement Fluctuations Structured Notes
GIVE US A CALL OR CLICK BELOW TO RECEIVE TRAINING ON THESE CONSUMER-APPROVED TOOLS.
Katie Gaunt
National Sales Manager
kgaunt@wealthvest.com
(828) 237-4057
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Originally joining WealthVest as an external wholesaler in 2016, Katie Gaunt has educated financial advisors and their clients about the benefits of structured products and annuities since 2001. Her emphasis is on education and the necessary preparation for the uncertainty of retirement. Katie was the #1 bank wholesaler at John Hancock for 5 consecutive years and National Sales Manager of Structured Products for McKendrySnow Financial Distributors. Throughout her career, she has helped to raise over $2 billion in annuity sales and $500 million in structured products sales. Katie earned her degree in Finance from the Eli Broad School of Business at Michigan State University. She and her husband Chris are raising their daughter Quinn in Asheville in the beautiful mountains of Western North Carolina.
