Integrity, the life and health insurance distributor and provider of innovative solutions for wealth management and retirement planning, has announced a new leader for its wealth management business.
Integrity Wealth manages $46 billion in client assets through a network of advisors throughout all 50 states and will now be led by Craig Walling as president who will work with the wider firm’s team to bolster its integrated offer for life, health, and wealth planning.
Among his key focuses will be the implementation of wealth focused initiatives through the firm’s network of around 200 affiliates and partners.
"As a company, we realized long ago the revolutionary impact we could have on our industry by integrating life, health and wealth into one comprehensive platform," explained Bryan W. Adams, Co-Founder and CEO of Integrity. "When we established Integrity Wealth, we knew we needed a visionary leader who could help us bring our mission to life — and that leader is Craig."
Walling’s three decades in the financial services industry has taken him around the world including leadership positions at Citibank in Brazil, Greece and Taiwan, along with executive roles for Charles Schwab Europe, U.S. Trust, and UBS Trust, where he was head of the Private Bank and Trust Company in the U.S. and Canada supporting more than 7,000 advisors.
"Craig's exceptional career is a fascinating example of strong and adaptable leadership amidst complex environments and intriguing challenges," continued Adams. "He is known as a builder who leads and inspires companies to greater success. His unique background, instincts and talents will have tremendous impact on Integrity and the industry, as he joins us in building the most holistic life, health and wealth planning offering on the market.”
Walling says that this next step on his career path is another opportunity to make an impact in the industry.
“I'm excited to continue discovering and harnessing new capabilities and synergies within this exceptional group that will benefit millions of underserved American families who need holistic life, health and wealth protection and planning,” he said. “Together, our goal is to empower agents and advisors to create comprehensive solutions that span clients' entire arc of wealth creation and assets. I'm thrilled to add my expertise and energy to Integrity's long list of impressive life, health and wealth leaders, and look forward to being part of a company with a unique purpose and powerful vision for what's possible."
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