Symetra Life Insurance Company today announced three more members of its dedicated Registered Investments external wholesaling team.
The following sales professionals will represent
Symetra True Variable Annuity
with fee-only registered investment advisers and fee-based broker-dealer advisers in the Midwest and Southeast:
joins Symetra from Willis North America in Chicago, where he served as a personal risk adviser for high net worth clients. Before Willis, Carlson spent 11 years at Northern Trust Company, with responsibility for wholesaling mutual funds and separately managed accounts to registered investment advisers and independent financial advisers. He previously held sales roles at Harris Bank, AON, Marsh & McLennan and Kemper Financial Services. Carlson earned a bachelor’s degree at Texas Christian University (TCU). He is a Chartered Property Casualty Underwriter and holds FINRA Series 6, 7 and 63 licenses. Based in Chicago, Carlson is Symetra’s senior investment specialist for Illinois, Iowa, Minnesota, Missouri and Wisconsin.
comes to Symetra from Sun Life Financial, where he was responsible for sales and marketing of Sun Life financial products in several southeastern states. He previously held regional sales leadership roles at J.P. Morgan Asset Management, AIM Investments and AIM Funds. A graduate of the University of Texas, Austin, Shearer holds FINRA Series 7, 26, 63 and 65 licenses. He has earned CIMC
certifications, and he is currently enrolled in a Certified Financial Planner (CFP
) program. Based in Atlanta, Shearer is Symetra’s senior investment specialist for Georgia, Alabama, South Carolina and Tennessee.
is an experienced variable annuity sales professional, most recently serving as senior vice president and divisional sales manager for Sun Life Financial Distributors in Boston. Before Sun Life, he held sales positions at Conseco Fund Group, ING Funds and Liberty Funds Distributors. Villanova has a bachelor’s degree from Northeastern University and an MBA from Regis University. He holds FINRA Series 6, 7, 26 and 63 licenses. Villanova is Symetra’s senior investment specialist for Florida.
“Bob, Rick and Paul bring years of experience and valuable market knowledge to our Registered Investments team. They complement the deep talent we already have on board and will represent Symetra well in their respective territories,” said Dan Guilbert, executive vice president of Symetra’s Retirement Division.