Our Team

As Owner and Managing Director of Alia Wealth Partners, Lindsey works closely with her clients in formulating appropriate strategies and selecting investments that are designed to match each one’s specific goals and objectives. She places great emphasis on developing a program of strategic asset allocation based on sound principles of risk and reward. Lindsey began her career in finance in 2007 with Morgan Keegan before becoming part of Veesart Financial in 2011 and ultimately transitioning the company from there into her own as Alia Wealth Partners in 2018.

Lindsey is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certified by the Certified Financial Planner Board of Standards. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

 

Selected Professional Designations and Associations

·         Series 7, Series 66 and Series 24 Registered

·         Life , Health and Variable Insurance Licenses

·         2019 Forbes “Best in State” Financial Advisors Award Recipient

·         2019-2022 Board Chairman, Memphis Oral School for the Deaf

·         2020 Leadership Germantown Class Member

·         Member, Memphis Chapter of National Association of Women Business Owners

·         Member, Jewish Foundation of Memphis Professional Advisory Group

·         Member, Germantown Area Chamber of Commerce

·         Supporter and Past Grants Committee Member, Women’s Foundation for a Greater Memphis

·         Supporter and Community Partner, Community Foundation of Greater Memphis

·         Volunteer for the Advisory Board for the University of Memphis Sigma Kappa Sorority Chapter

LinkedIn CAR#0918-03192

Leslie Parker is responsible for the client service experience at Alia Wealth Partners. With more than eighteen years of experience in the financial services industry, she believes that clients deserve an exceptional level of service and support. As a valuable member of our team, Leslie is responsible for supporting and assisting our clients, maintaining high standards of compliance, and ensuring smooth daily operations. Leslie is personable, diligent and extremely dedicated to exceeding clients' expectations.

Leslie holds the Series 7 and Series 63 registrations and an associate's degree in financial administration from Southwest Tennessee Community College. Leslie is a lifelong resident of Memphis, where she lives with her two children. She enjoys spending time with her family, fitness training and traveling.

LinkedIn CAR#0319-04977

As Client Service Associate, Delaney is the first point of contact at Alia Wealth Partners. She is responsible for completing client requests, including cash movements, operational forms, and ensures outreach efforts occur in a timely manner. Although Delaney may be new to the Memphis area, as a former Division I volleyball setter, she is definitely used to a team approach, attention to detail and executing a strategy. Delaney is originally from Northern California, and a graduate of San Diego State University where she received a bachelor’s degree in Multi/Interdisciplinary Studies. In her free time Delaney coach’s club volleyball within the Memphis area and assists with Tiger sports game day operations. 



CAR#1219-00313