Off to College!
Founding Partner, David McBee recently moved his son into college at Auburn University. Like many of us sending our children off for the...
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WPA ADDS PARTNER GARRY SCHEUFLER FROM MERRILL LYNCH, CLOSING Q1 2022 WITH $570MM IN RECRUITED $AUM
DALLAS, TX – April 1, 2022 - - It’s no April Fools joke. Dallas Based Wealth Partners Alliance (“WPA”) announces the joining of Garry...
Welcome $100MM Partner, John Garcia, to Wealth Partners Alliance
16-Year Edward Jones Veteran Joins Wealth Partners Alliance in Dallas as Newest Partner Dallas, TX – February 11, 2022 - - For the second...
$350MM Wealth Partners Alliance Expansion into Houston Market
Wealth Partners Alliance Continues Growth with $350MM Expansion Team into Houston Market Houston, TX – January 13, 2022 - - Dallas based...
Brittany Smith Top Retirement Plan Advisors Under 40
Congratulations to Brittany Smith of Wealth Partners Alliance, for being named by the National Association of Plan Advisors the 2022 Top...
Madeleine Hall Receives CDFA® Designation
Adding more financial planning resources to the Wealth Partners Alliance tool box....Wealth Partners Alliance is proud to announce that...
Wealth Partners Alliance Continues Growth with the Addition of Independent Advisor David Silva
Dallas, TX – June 11, 2021 - - Dallas based Wealth Partners Alliance (“WPA”) announces the addition of David Silva as its most recent...
Wealth Partners Alliance Expands with the Addition of Wells Fargo Advisor, Jason Fernandez
Dallas, TX – April 16, 2021 - - Dallas based Wealth Partners Alliance (“WPA”) is proud to announce the addition of Jason Fernandez to its...
Lindsay Heyman & Wealth Partners Alliance Achieves 2021 Executive Council, 16th Nationally
Congratulations to Lindsay Heyman and Wealth Partners Alliance for membership in Raymond James Financial Services 2021 Executive Council....
WPA welcomes $200MM Partner from Merrill Lynch
DALLAS, Texas ‐ ‐ Wealth Partners Alliance welcomes partner team from Merrill Lynch. 20-year veteran, Patrick Fontana, along with advisor...