LINDSEY D. RHEA, CFP®
OWNER | WEALTH STRATEGIST
As Owner and Wealth Strategist 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 training on nearly 100 integrated financial topics, and have passed the CFP® Certification Examination covering the following areas: the investment planning process, risk management, investments, tax planning strategies 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.
REGISTRATIONS / LICENSES
Series 7, Series 66 and Series 24 Registered - held through LPL Financial
Life, Health and Variable Insurance Licenses
2019-2022 Board Chairman, Memphis Oral School for the Deaf
2020-2023 Member, Leadership Germantown Board
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
MEMBERSHIPS & ORGANIZATIONS
PERSONAL BIO
I’m a very structured, very organized person both in career and in my personal life. I have a process-driven mindset and I’m very detail-oriented. I like to get all of the information in front of me...and then take a step back and reassess. I’ve grown up in the finance industry since an internship in college followed by diving right into the working world here, and I really do think it is a mix of nature and on- the-job experience that guides how I approach my business and our clients. I would also say I’m good at reading a room, having had many experiences in my 15 year career in finance thus far. I enjoy a schedule and a routine, even on the weekends. My husband Martin and I have a Bichon Frise, Louie, who keeps us in line...and on schedule!
I grew up always knowing that I was adopted. In fact, my parents used to tell me a bedtime story about a little girl who was chosen specifically for her family… and that little girl was me! I think this knowledge added to my security and confidence; I’m a very happy person. I believe in forward thinking and always learning.
I have always admired my aunt. My mother passed away when I was 15, and my aunt stepped in to be there for me and act as a mentor since that early age. She has always been there for me in terms of guidance, and we have a very strong bond. When I was younger, I didn’t know what I wanted to be when I grew up. It was my aunt who actually steered me on this path; it was her influence and interest in her own investments that drew me to the finance and investing world. During my time in the Fogelman College of Business & Economics at the University of Memphis, I fell in love with my finance classes, especially the time value of money, and I realized that finance and being able to work with people along with the business side of financial planning fit my personality.
I fully embrace the idea of a life well lived. This includes a balance between the personal and professional. I love growing and expanding Alia and guiding our clients while at the same time nurturing a rewarding home life with Martin. I also want to expand our dog family… nudge, nudge to my loving husband…! I also really love to spend time with Martin and Louie, even if we’re just hanging out at home and eating a pizza.
