04.16.2024

Mark Wood joins Wealth Partners Alliance to spearhead expansion

Dallas, TX - April 16, 2024 - Wealth Partners Alliance (WPA) announces Mark Wood as Director, Strategic Growth. With nearly four decades of experience in wealth management and financial services, Mark brings a deep understanding of advisor transition and recruitment development.

Prior to joining WPA, Mark concluded a notable fifteen-year stint at Wells Fargo Advisors Financial Network (FiNet), where he served as Regional Director, aiding advisors in their transition to independence.

Mark's role extended to Director of Practice Management, overseeing the professional development, and coaching of independent advisors nationwide.

Mark's journey in the financial sector began after earning his B.B.A. in Finance and Economics from Stephen F. Austin University. His career took off at E.F. Hutton in Dallas, where he honed his skills as a financial advisor, serving individuals and families.

"I'm thrilled to join Wealth Partners Alliance and immediately contribute to the company's growth trajectory," said Mark Wood. "My aim is to leverage my experience and networks to identify opportunities for market expansion and drive revenue streams for WPA."

"We are delighted to welcome Mark to the WPA family," said Managing Partner, David McBee. “I have personally known Mark for many years and know him as a man of integrity.  He helped mentor me early in my career, so it is a rewarding feeling to have him on our team again.”

Mark's join represents a significant opportunity for WPA as they embark on aggressive advisor growth. 

“His network of advisors, experience as a former advisor, and commitment to excellence will help drive our firm forward.  We continue to serve our advisors with best-in-class platform and practice innovation.” McBee concluded.

About Wealth Partners Alliance

Launched in 2019, by Wealth Management Advisors, WPA is an independent wealth management office with over $1.3BN Assets Under Management and $800MM in Institutional 401K Assets Under Advisement as of March 31, 2024.  Headquartered in Dallas, Texas WPA seeks to provide Wealth Advisors a quality investment platform along with practice management tools to deliver optimal results and experiences to their clients.

Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Information in this message is for the intended recipient[s] only. Concurrent often communicates with its clients and prospective clients through email. Your privacy and security are very important to us. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession and notify the sender. We remind our clients and others not to send Concurrent private information over email. Please note Concurrent does not accept trading or money movement instructions via email. Please visit our Website for important disclosures. If you no longer wish to receive this communication please select unsubscribe.