WealthVest Appoints Kevin Beard as Chief Strategy Officer

Strategic Insights -

WealthVest, a leading financial services distribution firm, has announced the appointment of Kevin Beard as its chief strategy officer. Beard, a veteran of the financial industry with over 30 years of experience, will oversee WealthVest's vision and strategy to support wealth management institutions with annuity and structured product enablement. He will lead a team of key account managers and direct a new initiative, WealthVest Investment Services, which aims to provide a best-interest experience for new partners at WealthVest. Beard's appointment comes at a time when regulatory hurdles and technological limitations are disadvantageing broker-dealers, RIAs, and banks, and WealthVest Investment Services promises to provide firms with new revenue opportunities, streamlined product sourcing, and reduced compliance and supervisory burdens.

Key Takeaways:

  • Kevin Beard, a 30-year veteran of the independent broker-dealer (IBD) industry, has joined WealthVest as its chief strategy officer, overseeing the firm's vision and strategy to support wealth management institutions.
  • Beard will lead WealthVest's team of key account managers and direct the new initiative, WealthVest Investment Services, designed to provide a best-interest experience for new partners at WealthVest.
  • WealthVest Investment Services aims to provide firms with new revenue opportunities, streamlined product sourcing, and reduced compliance and supervisory burdens.
  • Beard brings significant leadership experience in wealth management distribution, having served as Chief Growth Officer and founding partner at Atria Wealth Solutions, where he led acquisitions, advisor recruitment, and business expansion efforts.
  • Beard has previously held leadership roles at AIG Advisor Group, Royal Alliance Associates, and Rehmann, and has been recognized as a top black leader in wealth management and a top figure in wealth management innovation.

Statistics:

  • WealthVest is partnered with over 900 broker-dealers, banks, credit unions, and registered investment advisory firms.
  • Beard has led acquisitions, advisor recruitment, and business expansion efforts that positioned Atria Wealth Solutions as a modern leader in the industry.
  • WealthVest supports broker-dealers, banks, credit unions, and RIAs by providing face-to-face annuity and structured product wholesaling services.
  • Financial professionals and investment advisory representatives interested in learning more about WealthVest's tools and product solutions can contact the firm at 1-877-595-9325.

Sources:

  • WealthVest, "WealthVest Appoints Kevin Beard as Chief Strategy Officer," October 14, 2025
  • WealthVest press release
  • Atria Wealth Solutions
  • AIG Advisor Group
  • Royal Alliance Associates
  • Rehmann
  • InvestmentNews
  • Wealth Solutions Report
  • Institutional Securities Corporation
  • World Equity Group, Inc.