Carlson is Symetra’s senior investment specialist for Illinois, Iowa, Minnesota, Missouri and Wisconsin. Carlson joins Symetra from Willis North America in Chicago, where he served as a personal risk adviser for high-net-worth clients. Previously, he spent 11 years at Northern Trust Company, with responsibility for wholesaling mutual funds and separately managed accounts to registered investment advisers and independent advisers. He has held sales roles at Harris Bank, AON, Marsh & McLennan and Kemper Financial Services. Carlson earned a bachelor’s degree at Texas Christian University. He is a Chartered Property Casualty Underwriter and holds FINRA Series 6, 7 and 63 licenses.
Shearer is Symetra’s senior investment specialist for Georgia, Alabama, South Carolina and Tennessee. Shearer comes to Symetra from Sun Life Financial, where he was responsible for sales and marketing of Sun Life financial products in several southeastern states. He previously held regional sales leadership roles at J.P. Morgan Asset Management, AIM Investments and AIM Funds. A graduate of the University of Texas, Austin, Shearer holds FINRA Series 7, 26, 63 and 65 licenses. He has earned CIMC and CIMA certifications, and is enrolled in a Certified Financial Planner program.
Villanova is Symetra’s senior investment specialist for Florida and is a variable annuity sales expert, most recently serving as senior vice president and divisional sales manager for Sun Life Financial Distributors in Boston. Before Sun Life, he held sales positions at Conseco Fund Group, ING Funds and Liberty Funds Distributors. Villanova has a bachelor’s degree from Northeastern University and a master’s in business administration from Regis University. He holds FINRA Series 6, 7, 26 and 63 licenses.
“Bob, Rick and Paul bring years of experience and valuable market knowledge to our registered investments team. They complement the deep talent we already have on board and will represent Symetra well in their respective territories,” said Dan Guilbert, executive vice president of Symetra’s retirement division.