Willard D. Velie

Willard D. Velie
Contact Info
Willard D. Velie
Industry Experience: 
30 years

Will attended Southern Methodist University from 1978-1981.  He began his career with ABT Financial Services in 1982, followed by Mackenzie Investment Management.   Will spent 9 years at Templeton Worldwide, where he became Managing Director, developing their international distribution platform.  Then at Scudder Investments, Will restructured the firm’s international sales strategy, then moved to Prudential International Investments, where as Senior Managing Director he created the firm’s third-party global business, and redesigned their non-proprietary distribution platform. In 2003, he was a founding member of both WynVale Financial Group LLC, and later WynVale Financial Distributors