Name: David Shields Job Title: CEO Company Name: WealthMark Advisors, IncBiography: An Ohio native, Dave graduated from Wright State University in 1993 with a Bachelor’s degree in Business, focusing on Accounting and Finance. His insurance career began that same year with The Paul Revere Insurance Group, where he quickly discovered a great passion for assisting clients with their finances and estate planning concerns.
Eventually, Dave’s focus turned from success in personal sales to that of mentoring and supporting sales teams throughout the country. For the past seven years, he has been responsible for recruiting, training and educating professional agents in all areas of financial planning and insurance. His goal is to see them achieve the highest level of business success while maintaining a balanced family and personal life.
In 2009, Dave assumed the role of CEO of WealthMark Advisors, Inc., where he is using his years of experience to build one of the most successful and fastest growing marketing organizations in the country.
WealthMark Advisors, Inc. was founded in 1985 to provide independent Texas agents with a local marketing organization that truly cared about its producers. Since then, WealthMark has made a tremendous impact on the industry by designing and retooling products that support the concepts that our agents utilize daily. Although we now do business in multiple states and support hundreds of producers nationwide, our core business model remains helping each of our agents achieve the sort of sales success he or she desires and deserves. With nearly $2 billion in sales over the last decade, WealthMark has become a leading wholesaler in the insurance business.
Our mission is to be the best marketing resource for independent insurance professionals and financial advisors nationwide by providing top level senior products, superior training and education, and unparalleled administrative support. Over the past 28 years, WealthMark has continued to attract top producers from all over the country.