$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 Wealth Partners Alliance (“WPA”) is proud to announce the addition of Partner’s, Brandon Glasscock and Mandy Haskell as it expands into the Houston wealth market. Brandon and Mandy, along with Associate Sara Ferrell, are coming from Wells Fargo where they oversaw over $350MM in client assets.
“This is an incredible opportunity for the Wealth Partners Alliance family,” Founding Partner John Saalfield said. “Adding the Houston market has been on our radar for a while. Brandon and Mandy are the right people to help WPA launch and lead the office. They are the kind of advisors that we want to partner with. They not only add value to their clients, but they share our vision as to how a wealth management practice should be run.”
For 20 plus years, Brandon and Mandy have helped clients address their financial concerns and develop customized strategies through planning and portfolio management.
“Having known Brandon from Texas Tech, more than 25 years, I knew he was the right person to lead Houston” added David McBee. “Brandon and Mandy grasped the concept quickly and appreciated the value that WPA brought their practice and their clients. Mandy is an excellent and committed advisor and will be a key component in the management and growth of the Houston Market for WPA.”
By focusing on and understanding each individual’s specific needs, Brandon and Mandy have dedicated their career to helping families make prudent financial decisions.
“I am looking forward to this opportunity. Having worked at large firms for over 20 years, the natural evolution was a move to the independent space, where more flexibility and advanced tools and technology will help take our practice to the next level. I’m absolutely convinced that this transition will improve our clients’ overall experience - this is what I am most excited about,” Brandon went on. “Wealth Partners Alliance gives me the network and resources to better address my clients’ needs while at the same time allow me to continue my passion for this business.”
“As a successful female advisor, Mandy provides a unique perspective. In a male dominated industry, it is refreshing and exciting to bring her on board to help lead the Houston expansion,” Founding Partner Brittany Smith said. “We want to continue to add more people like Mandy. She is an inspiration to other female advisors and is very well connected within the Houston market.”
“Brandon and I were looking for the right full-service option and the right partnership to grow our business and believe WPA is a better destination for our clients to achieve their unique financial objectives,” Mandy concluded.
The addition of Brandon and Mandy continues WPA’s goal of attracting quality partners with veteran experience from the larger banks and investment management firms. Brandon’s career began in 1997 before moving to Wells Fargo in 2007. Mandy’s background before joining Wells Fargo includes NY Life Securities and Invesco Advisors. She also holds her CDFA® and CFP® designations.
1211 Hyde Park Boulevard | Houston, Texas 77006 | 346.600.9335
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Partners Alliance are not broker/dealers and is independent of Raymond James Financial Services