San Diego, CA.—The BluePrint Insurance Services has announced that Wes Barton has joined the firm as a Business Development Partner. The BluePrint is a full-service insurance agency committed to be the premier insurance partner for RIAs and comprehensive financial advisors.
“Wes is a great guy that comes to The BluePrint with a tremendous amount of industry experience,” said Matt Meyer, Co-Founder of The BluePrint. “Wes possesses the right character and skill set to provide the consultative risk management advice that makes The BluePrint different than other insurance groups. We are very excited to have him on the team! "
Prior to joining The Blueprint, Wes was a Deposit Relationship Manager with BBVA (2019) and spent fifteen years at Wells Fargo as a Liquidity Wholesaler and a Liquidity Advisor - covering public entities, non-profit hospitals, and higher education clients. With over twenty-two years in the financial services industry, Wes is keen on developing client relationships by listening to their needs, evaluating guidelines, and customizing solutions to meet their goals.
Wes is originally from Connecticut and has lived in Scottsdale, AZ since 2012. Wes is married to Suzanne and has two children, Brady (13) and Ashley (11). Wes enjoys coaching his children’s teams, playing tennis, pickleball, and loves being a dad. Wes is a Real Men Wear Pink Representative for the American Cancer Society and was selected to represent Phoenix in the 2019 campaign.
Wes can be reached at 415.279.0743 or at Wbarton@tblueprint.com.
About The BluePrint Insurance Services
The BluePrint’s mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows its partners to provide the highest level of insurance access and support. The BluePrint's goal is to increase revenue, build enterprise value, and create a more comprehensive client experience. The BluePrint’s consultative approach is delivered by a team of experienced professionals that have had longstanding careers in the financial services industry. Their experience has been in management roles working closely with advisors, business owners, CPAs, and attorneys. They have successfully established themselves as a forward-thinking and adaptive group. For more information: visit www.tblueprint.com or call 424.387.4143.
Freedom Partners supports The BluePrint Insurance Services with all operations, marketing, and growth initiatives.