(Formerly Wells Fargo Advisors / Private Bank)
Mandy worked for both the Private Bank and the PCG Channel of Wells Fargo. Mandy discusses her reasoning for joining WPA, including the spirit of true partnership, the high level of support, technology and a culture of supporting, promoting and parenting with women in the finance industry.
Learn more about Mandy on her WPA Page:
Wealth Partners Alliance, LLC (“WPA”) is an independent wealth management organization founded by Financial Advisors and built for Financial Advisors to leverage technology, resources, and strategic partnerships in order to help deliver quality client service and financial outcomes.
As an independent practice, we provide Financial Advisors with quality wealth platform and practice management tools to deliver optimal results and experiences.
WPA has set out to develop a business framework for Advisors to distinguish themselves through independent thinking, transparency, and discretion on behalf of their clients.
Founded by like-minded Financial Advisors with over 100 years combined experience at some of the world’s largest banks and wealth management firms, the Founding Partners agree that each client relationship is unique to the Advisor and forged with shared core values of trust and compassion.
WPA was created on the premise that successful Advisors are those that have the necessary tools, resources and networks at their disposal to diagnose and solve for client’s complex and challenging needs.
Our value proposition is to provide that of an enhanced culture and a holistic wealth management company led by Advisors on behalf of Advisors, allowing them to do their job independently through a network of shared resources.
For more information on joining out team please reach out to us at: WPA@wealthpartnersalliance.com