WealthVest promotes Andrew Keizer to Chief Marketing Officer
BOZEMAN, Mont. January 07, 2025 | WealthVest, a financial services marketing and wholesaling firm, announced the promotion of Andrew Keizer to Chief Marketing Officer – the company’s first - today.
With the promotion, WealthVest aims to strategically align their operations to better meet the record-breaking demand for fixed, fixed index, registered index-linked and variable annuities, and structured products. In the new role, Keizer will oversee the expansion of WealthVest’s annuity and structured products market share within banks, broker-dealers, registered investment advisors and insurance agents.
Meet WealthVest’s new chief marketing officer, Andrew Keizier.
"Andrew has been an invaluable resource to WealthVest, and this expanded role is a natural evolution for him to make even larger contributions in helping our advisors and financial institution partners," said Wade Dokken, Founder and President of WealthVest.
As CMO, Keizer will oversee WealthVest's renowned brand and lead marketing and product initiatives. This includes managing the company's industry-leading capabilities in thought-leadership, event planning, campaign development, communications, social media, competitive analysis, product development and product design.
“I am thrilled to continue leading WealthVest’s strategic efforts to build and market financial solutions in this new role,” Keizer said. “WealthVest truly has a first-rate team, and I look forward to leading more of our efforts to help financial professionals and their clients better plan for the retirement of their dreams.”
Keizer previously served as the company’s Vice President of Marketing, working directly with some of the largest insurance companies, investment banks, broker-dealers and banks in America on marketing and product development initiatives. With 12 years of experience in sales, product and marketing, Keizer has a track record of helping financial services distribution companies grow their market share.
Outside of WealthVest, Keizer is involved with various community organizations. He served on the Board of Directors for Gallatin Valley Farm to School, where he helped the organization grow the number of classrooms and students it reached about the importance of local food systems. A graduate of Montana State University, he received a bachelor or science in business with an emphasis in finance.
Find more information about WealthVest’s annuity solutions by contacting the sales desk at 1-877-811-6081 or by visiting www.wealthvest.com.
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About WealthVest
WealthVest is one of the leading distributors of fixed, fixed index, registered index-linked and variable annuities—as well as structured products— to U.S. financial advisors. WealthVest’s leadership is fueled by proprietary thought-leadership, consumer-driven product design expertise, strategic marketing, technology, and specialization in both field and hybrid-based advisor wholesaling. Follow them on Facebook and LinkedIn or visit wealthvest.com.
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MEDIA CONTACT:
WealthVest
Jackson Bolstad
Marketing Content Manager
(406) 272-3759
jbolstad@wealthvest.com