WealthMark Advisors, Inc., formerly known as Sumrall & Associates, has been providing exceptional marketing and support services for top financial advisors and agents for nearly 30 years. Unlike other FMOs, our philosophy is to take a proactive and hands-on approach by providing our advisors with marketing and prospecting programs, customized client solution presentations and back-office support. This includes carrier contracting and certifications, application reviews and commission oversight. We also offer ongoing education and training opportunities through workshops and webinars to keep our advisors on top of their game.
From the staff at WealthMark Advisors, thank you to our many agents who have loyally produced business with us over the years, and to our new producers, welcome to the WealthMark family!