WealthVest hires new retirement expert to support financial professionals through the Carolinas

WealthVest, a leading financial services marketing and distribution firm, announced today that Chase Boswell V, a well-regarded financial professional, has joined their nationwide distribution team as a Regional Vice President.

In this role, Boswell will deliver knowledge and expertise on guaranteed retirement income and principal protection planning to financial professionals at banks and broker-dealers throughout North Carolina and South Carolina. He will serve as the direct line to WealthVest’s nationally recognized insurance carrier partners, helping financial professionals deliver low-risk, high-value fixed and fixed index annuity solutions to clients in the Carolinas.

“I’m really looking forward to establishing successful and long-term relationships with financial professionals throughout the Carolinas,” Boswell said. “My goal is to be a trusted and valuable asset for financial professionals who need resources, research and solutions to help support their clients’ retirement income needs.”

An independently owned firm, WealthVest specializes in developing propriety research and thought leadership content focused on retirement planning, guaranteed income planning and macroeconomic developments. Boswell can deliver this content through dynamic presentations, continuing education opportunities and in-person and/or virtual seminars with Tim Pierotti, WealthVest’s Chief Investment Officer. WealthVest also offers branch referral training opportunities for financial professionals at banks and credit unions. 

"We are excited to have Chase join our sales team at WealthVest,” Charlie Yoachum, VP National Sales Manager said. “His previous experience in the industry, coupled with his successful wholesaling skills will make him a valuable sales partner for advisors throughout the Carolinas."

Born and raised in South Carolina, Boswell is a graduate of the University of South Carolina. He spent the last 5 years at Brighthouse Financial as a senior internal wholesaler. In his personal life, he enjoys spending time with his fiancé and friends, cheering on the South Carolina Gamecocks and Carolina Panthers and spending the day at the lake or on the golf course.

Financial professionals can reach Chase Boswell V at cboswell@wealthvest.com or 864.404.8912 for more information on WealthVest’s research, thought leadership or industry-leading retirement income solutions.

WealthVest’s internal wholesaling, new business and marketing teams will provide back-office support to Boswell’s financial professionals and clients.