LINDSEY D. RHEA, CFP® NAMED TO THE RANKING OF 2020 BEST IN STATE WEALTH ADVISORS BY FORBES

Germantown, TN (January 16, 2020) --- Lindsey D. Rhea, CFP®, Managing Director-Financial Advisor of Alia Wealth Partners LLC, part of Wells Fargo Advisors Financial Network LLC, in Germantown, TN has been recognized on the Best in State Wealth Advisors for 2020 list by Forbes. 

This accolade represents a list of professionals that come to work with one goal on their mind – helping their clients succeed.

 “It’s an honor to be recognized by Forbes as one of the Best in State Wealth Advisor for 2020,” said Rhea. “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.”

Rhea has more than 13 years of experience in the financial services industry, is a graduate of University of Memphis and earned her CFP in 2013.

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The Forbes Best in State Wealth Advisors for 2020 ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

LINDSEY K. DONOVAN, CFP® NAMED TO THE RANKING OF 2019 BEST IN STATE WEALTH ADVISORS BY FORBES

Germantown, Tenn. (March 21, 2019) – – – LINDSEY K. DONOVAN, CFP®, Managing Director-Financial Advisor of Alia Wealth Partners, part of the Wells Fargo Advisors Financial Network, LLC in Germantown, Tenn., has been recognized as a 2019 Best in State Wealth Advisor by Forbes.
 
“It’s an honor to be named to this ranking,” said Donovan. “Each day, I show up with one goal in mind—helping my clients succeed financially. It is quite a privilege to be recognized for doing what I love to do.” 

Donovan has more than 12 years of experience in the financial services industry. Donovan is a graduate of the University of Memphis and a Certified Financial Planner™. She holds her Series 7, 24 and 66 registrations as well as Life, Variable and Health licenses.

The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

VEESART FINANCIAL LLC ANNOUNCES NAME CHANGE TO ALIA WEALTH PARTNERS, LLC.  Name change, new location final steps in ownership/management transition plan

GERMANTOWN, TENN. (January 28, 2019) – – – Veesart Financial LLC, a Germantown-based comprehensive financial services firm founded in 2005 by Steve Veesart, announced today a new name, Alia Wealth Partners, as well as new leadership and a new location. Steve Veesart’s planned retirement went into effect December 31, 2018.

Alia Wealth Partners will be led by Lindsey K. Donovan, CFP® as Managing Director-Financial Advisor. Donovan is supported by Leslie M. Parker, Registered Client Service Manager, and Mary D. Sloka, Client Service Associate.

Donovan joined Veesart Financial in 2011. She became a partner in 2014, and she worked closely with Steve Veesart to lead the firm effective at the end of 2018.

Alia Wealth Partners also moved at the beginning of December 2018 to a new location at 7475 McVay Station Court, Suite 107, in Germantown.

Woman-led investment firms are rare, according to the 2018 Investment News Compensation & Staffing Study Update, with only 17.9 percent of practicing partners (typically, an owner-adviser) being female. According to this same study, even though this number represents an uptick in female leadership, it also shows the challenge of recruiting and retaining females to the field. More than 40 percent of entry-level advisers are women but attrition takes the number of women who are owner-advisers down to that 17.9 percent.

Donovan is a graduate of the University of Memphis and a Certified Financial Planner™. She holds her Series 7, 24 and 66 registrations as well as Life, Variable and Health licenses. She previously worked at Morgan Keegan.

“I was first drawn to the investment sector thanks to my maternal aunt,” Donovan said. ”My aunt had no children of her own and my mother had passed away when I was young so we are very close. My aunt set up a college account for me that we monitored together, and she was very involved with her own investments and planning.

“Helping others to have clarity and confidence in achieving their life goals through investing and planning is the mission of Alia Wealth Partners; we believe in a service-oriented approach rather than a sales-based one.”