Search

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 alliance of Wealth Advisors. Jason will join WPA as a Partner coming from Wells Fargo.

“We are thrilled to have Jason be a part of Wealth Partners Alliance,” Founding Partner John Saalfield said. “He is exactly the kind of person that we want to partner with. He not only adds value to his clients, but he shares in our vision as to how a wealth management practice should be run.”

For 23 years, Jason has helped clients address their financial concerns and develop strategies through planning coupled with aligned portfolio management.

“Throughout the process of getting to know Jason, we knew he was the right fit,” added Rick Lima. “He understood quickly what we are working to accomplish and striving to best service our clients.”

By focusing on and understanding each individual’s specific needs, Jason has dedicated his career to helping families make prudent financial decisions.

“I am excited to turn the page on my career as an Advisor and take it to the next level of independence to improve my client’s financial experiences,” Jason went on. “Wealth Partners Alliance gave me the platform, network, and resources that not only best fit my client’s needs, but allows me to continue my passion for the business.”

Jason began his career with Smith Barney, before moving to Wells Fargo in 2009.

“Jason continues the tradition at WPA of attracting the right kind of partners with veteran experience from the top banks and wealth management firms in the country. Advisors are looking for the right kind of full-service option to do business, and we hope we are a better solution for them professionally,” Founding Partner Brittany Smith concluded.


434 views0 comments