WealthVest promotes Anthony Lewis to Chief Operating Officer

BOZEMAN, Mont. January 9, 2025 | WealthVest, a financial services marketing and wholesaling firm, announced the promotion of Anthony Lewis to Chief Operating 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, Lewis will oversee the operational strategy and execution of WealthVest’s annuity and structured products distribution to banks, broker-dealers, registered investment advisors and insurance agents.

"Tony has been a cornerstone of our sales team, first as a wholesaler and then in management roles," said Lincoln Collins, Founder and Chief Financial Officer of WealthVest. "Tony is reliable, task-oriented, and has tremendous integrity and qualities that have served him well in life, the military and at WealthVest. These qualities will also make him an exceptional Chief Operating Officer."

As COO, Lewis will manage WealthVest's industry-leading operational capabilities. This includes executing strategies, procedures and business plans to support company growth and implementing processes, coordinating departmental efforts, optimizing performance and leading company-wide initiatives.

"I’m incredibly grateful for this opportunity and inspired by the amazing team at WealthVest," Lewis said. "Their dedication to building strong partnerships and driving success is truly inspiring, and I’m excited to continue collaborating and growing together to achieve something exceptional within the industry."

Lewis previously served as WealthVest's Vice President of Sales and Operations, working directly with some of the largest investment banks, broker-dealers, and banks in America. With 13 years of experience in sales and operations, Lewis has a track record of helping financial services distribution companies grow their market share.

Outside of WealthVest, Lewis cherishes time with his family and exploring the beauty of Bozeman, MT.  A graduate of Montana State University, he received a Bachelor of Science in business with an emphasis in marketing.

Find more information about WealthVest’s annuity solutions by contacting the sales desk at 1-877-811-6081 or visiting www.wealthvest.com.

###

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.

__________

MEDIA CONTACTS:

WealthVest

Jackson Bolstad

Marketing Content Manager

(406) 272-3759

jbolstad@wealthvest.com