David Shields

David Shields

San Antonio, TX

Joined: February 07, 2012

About Me

Name: David Shields
Job Title: CEO
Company Name: WealthMark Advisors, Inc Biography: 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.

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