DALLAS, TX – April 1, 2022 - - It’s no April Fools joke. Dallas Based Wealth Partners Alliance (“WPA”) announces the joining of Garry Scheufler from Merrill Lynch, as Partner and Wealth Advisor, RJFS. At Merrill, Scheufler served as Vice President and managed approximately $120MM in 401K and Private Client Assets.
Garry holds the Certified 401(K) Professional designation, demonstrating his expertise and experience working with retirement plans.
“Adding Garry to the Wealth Partners Alliance team with his background is an added bonus to our growing Institutional 401K business,” said Founding Partner Brittany Smith, who manages WPA’s $600MM institutional business alongside Founding Partner, David McBee.
McBee also added, “He is a great compliment to our existing business through his experience and process. This is a home run for WPA.”
At Merrill, Gary served as a Retirement Benefits Consultant, gaining him significant retirement and benefit plan experience while assisting plan sponsors with plan assessment, construction of investment menus, plan asset oversight, and employee communication and education.
“When evaluating my options as to where to take my next step in my career, Wealth Partners Alliance had the right platform for me that allows me to continue to grow and serve my 401(K) business. But they also the right resources and deep bench for the private client side of my business,” Garry said. “They have the right culture and people that I wanted to surround myself with. This group is special. They are genuine, smart, and doing things the right way.”
Garry is a graduate of Baylor University and holds a bachelor’s degree in finance and has his MBA in corporate finance. Over the course of his career has worked as an employee benefits wholesaler, business owner, and wealth management advisor. This affords him a depth of experience addressing the complex wealth management needs of affluent individuals and families, business owners and retirement plan sponsors.
“Garry is such a great fit to our business and culture we are building. He is approachable, motivated, and empathetic to the needs and financial objectives of his clients,” said Founding Partner John Saalfield. “I have really enjoyed getting to know Garry and learn about his business. Having experience on both sides of the table as a business owner, allows him to view the benefits side from a unique perspective. Above all, he is good person and we are excited to have him.”