Our Team

Whether it’s developing strategies to enjoy an early retirement or transition an estate to children and grandchildren, our reward is building lasting relationships and working to make a difference in our clients’ lives.
Lindsey D. Rhea, CFP®

Lindsey D. Rhea, CFP®

    • Managing Director
    • Financial Advisor
    Leslie M. Parker

    Leslie M. Parker

      • Registered Client Service Manager
      Delaney Taylor

      Delaney Taylor

        • Client Service Associate
        1960 plant

        Our Investment Philosophy

        At Alia we believe in four basic tenets to asset management: make sound investments, be diversified, stay committed for the long term and help manage taxes.¹ It is our commitment to this philosophy that has not only enabled us to help our clients during favorable market conditions, but has also helped develop wealth preservation strategies during downturns.         

        1Alia Wealth Partners and Wells Fargo Advisors Financial Network do not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
        Office front area

        Our Planning Strategy

        Planning is not a single event—it's a process, so as circumstances in your life continue to change, so should the investment strategies we use in meeting your objectives. Whether it is funding a child's education, starting a new business, buying a vacation home or planning for retirement, a well-structured investment plan will help you achieve what’s possible.

        This information is intended for use only by residents of (AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, MO, MS, NC, NM, NV, SC, TN, TX). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.

        For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

        Products and services listed may not be available, or may have restrictions, depending on client country of residence.

        Investment and Insurance Products:

        • Not Insured by the FDIC or any Federal Government Agency
        • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
        • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
        ©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

        Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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