Company Background

WealthMark Financial Solutions, LLC was incorporated in Montgomery in May of 2007, but has been many years in the making. Its Principal, Tony Edwards, was recruited as an Agent with New York Life in 1982 in Charlotte, North Carolina while he was working there as a corporate pilot. To expand the services offered, he quickly achieved status as a Registered Representative with NYLIFE Securities LLC in 1983. His entrepreneurial spirit saw an opportunity to continue the pursuit of being a business owner providing products and services that can help benefit clients, but also allow him to forge new relationships, and enjoy the satisfaction of seeing others succeed and accomplish goals. For five years Tony worked to this end in and around Charlotte, and Rock Hill, South Carolina.

In 1987 the business office was relocated to Montgomery, Alabama- Tony's hometown- and he began operating as Edwards Financial Group. In 1988 he became an Investment Advisor Representative with Eagle Strategies LLC, A Registered Investment Advisor. Tony has earned professional designations, CLU(R) in 1988 and ChFC(R) in 1992, providing him training to help better serve clients.

Fast-forward fourteen years. In 2006, Tony's oldest son, Clay, entered the business becoming a New York Life Agent and a Registered Representative with NYLIFE Securities LLC. Clay has also earned his LUTCF designation and is following in his father's footsteps, striving to provide essential products and services for his clients to help benefit them and meet their needs.

Today the WealthMark office is located just off Taylor Road in East Montgomery. After the 1987 relocation, Tony purchased a plane to be best able to serve clients in the Carolinas and Alabama. Technology has long since taken the place of the airplane, allowing Tony and Clay to meet remotely with clients across many states.

As WealthMark Financial Solutions, LLC Tony and Clay represent a number of well-known providers in the insurance and financial fields. They are proud to have a primary relationship with New York Life Insurance Company and its affiliated companies.

When you call or come by you are likely to be met by Kathy Fannin- an invaluable member of the WealthMark team who assists with administration and helps to service the needs of our clients.

Working together, Tony and Clay seek to serve you, your family, and your business by tailoring financial solutions just for you- to help you build a strong financial foundation that will leave a legacy for generations to come.