Tim has over 25 years of experience in various
aspects of the equities business. Prior to
joining WealthVest, Tim spent seven years
in Equity Research management roles at
Deutsche Bank and, most recently, at BMO,
where he was a Managing...
WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.