DALLAS, June 12, 2019 /PRNewswire/ -- Wealth
Partners Alliance added a four-advisor founding team to the
Dallas-based office, led by
20-year Wells veteran David
McBee.
Launched in February by former UBS advisors Rick Lima and John
Saalfield, the new partner group, which includes former
Wells advisors Michael Mikeska,
Michael Peschel, and Brittany Smith, brings the total number of
advisors at Wealth Partners Alliance to seven.
"We were really looking for something that we owned, where we
control the culture and make the decisions," said McBee, whose team
was managing $586 million of
individual customer assets and $350
million of retirement plan assets at Wells.
Between the two teams, the office had managed over $800 million in private client assets under
management and $350 million in
corporate retirement plan assets under advisement at their previous
firms.
Peschel, Founding Partner at Wealth Partners Alliance, sees
continued growth. "We will continue to attract advisors here in
Texas and beyond. The opportunity
to take ownership of their business while tapping into the
resources of a broader partnership is transformative. This is only
the beginning."
Wealth Partners Alliance was formed specifically with advisors
in mind to leverage technology, resources, and strategic
partnerships to deliver quality client experience and financial
outcomes.
The founders want to create a better culture for advisors and
clients to do business, which, they feel has eroded over time since
the financial crisis. "We believe this can be achieved through
alliances of shared resources and innovative networks that will
ultimately best benefit the client," added Founding Partner,
John Saalfield.
"We want this to be a place of destination for clients and their
advisors," Partner Brittany Smith concluded. "Bringing
together what is most important to our families we work with is all
that matters. It becomes personal."
For more information on Wealth Partners Alliance, visit
www.wealthpartnersalliance.com
Securities offered through Raymond James Financial Services,
Inc. member FINRA/SIPC. Investment advisory services offered
through Raymond James Financial Services Advisors, Inc.
Concurrent Advisors and Wealth Partners Alliance are not
broker/dealers and is independent of Raymond James Financial
Services.
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SOURCE Wealth Partners Alliance