About Us

Founded in 1985, WealthMark Advisors, formerly known as Sumrall & Associates, is a professional field marketing organization (FMO) whose goal is to assist independent agents grow their life and annuity business. Thirty years later, our focus on this goal remains as strong as ever. We have never forgotten that the producer is our client.

Our CEO, David Shields, has a passion for educating and training top financial advisors in the area of senior market sales. Drawing on his 20+ years of personal production in the financial sales industry, he aims to transform WealthMark Advisors into one of the most successful and fastest-growing FMOs in the U.S.

WealthMark Advisors aspires to be the best marketing resource for independent insurance professionals and financial advisors by offering top senior products from the nation’s best carriers, stellar administrative support and superior training and education. Even though we partner with hundreds of agents across the nation, we still serve each one as if he or she were our only client.

 

 

We encourage you to find out why so many top producers trust WealthMark Advisors with their business!