Founding Partner, Wealth Partners Alliance
Current
Feb 2019 - Present
AeroLeads people directory · profile
Rick Lima Email & Phone Number
Founding Partner, Wealth Partners Alliance
at
Wealth Partners Alliance
1 work email found
@wealthpartnersalliance.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founding Partner, Wealth Partners Alliance
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Rick Lima? Overview
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Quick answer
Rick Lima is listed as Founding Partner, Wealth Partners Alliance at Wealth Partners Alliance, a with 12 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at wealthpartnersalliance.com and a matched LinkedIn profile for Rick Lima.
Rick Lima previously worked as Vice President-Wealth Management at Ubs and Portfolio Manager at Morgan Stanley. Rick Lima holds Bs, Economics from Southern Methodist University.
Company email context
Email format at Wealth Partners Alliance
This section adds company-level context without repeating Rick Lima's masked contact details.
{first_initial}{last}@wealthpartnersalliance.com
89% confidence
AeroLeads found 1 current-domain work email signal for Rick Lima. Compare company email patterns before reaching out.
Profile bio
About Rick Lima
Wealth Partners Alliance is an independent, advisor led company founded by financial advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experience and financial outcomes.Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC ("Concurrent"), an SEC Registered Investment Advisor.
Listed skills include Portfolio Management, Wealth Management, Strategic Partnerships, Investment Advisory, and 1 others.
Current workplace
Rick Lima's current company
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Wealth Partners Alliance
3 roles
Rick Lima work experience
A career timeline built from the work history available for this profile.
Vice President-Wealth Management
Dec 2011 - Feb 2019
Portfolio Manager
Feb 2007 - Dec 2011
Team & coworkers
Colleagues at Wealth Partners Alliance
Other employees you can reach at wealthpartnersalliance.com. View company contacts for 12 employees →
BS
Brittany Smith, Aif®
Colleague at Wealth Partners AllianceDallas-Fort Worth Metroplex, United States
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XH
Xavier Hawley
Colleague at Wealth Partners AllianceHouston, Texas, United States
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JG
John Garcia
Colleague at Wealth Partners AllianceDallas, Texas, United States
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SD
Sara Dicamillo Ferrell
Colleague at Wealth Partners AllianceHouston, Texas, United States
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JS
John Saalfield
Colleague at Wealth Partners AllianceDallas, Texas, United States
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MH
Mandy Haskell, Cfp®, Cdfa®
Colleague at Wealth Partners AllianceGreater Houston, United States
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LL
Lindsay Lambert
Colleague at Wealth Partners AllianceGreater Houston, United States
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TS
Trent Strong
Colleague at Wealth Partners AllianceDallas, Texas, United States
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LH
Lindsay Heyman
Colleague at Wealth Partners AllianceDallas-Fort Worth Metroplex, United States
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RA
Robin Ankeny
Colleague at Wealth Partners AllianceDallas-Fort Worth Metroplex, United States
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Brittany Smith, Aif®
Colleague at Wealth Partners AllianceDallas-Fort Worth Metroplex, United States
View →
XH
Xavier Hawley
Colleague at Wealth Partners AllianceHouston, Texas, United States
View →
JG
John Garcia
Colleague at Wealth Partners AllianceDallas, Texas, United States
View →
SD
Sara Dicamillo Ferrell
Colleague at Wealth Partners AllianceHouston, Texas, United States
View →
JS
John Saalfield
Colleague at Wealth Partners AllianceDallas, Texas, United States
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MH
Mandy Haskell, Cfp®, Cdfa®
Colleague at Wealth Partners AllianceGreater Houston, United States
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LL
Lindsay Lambert
Colleague at Wealth Partners AllianceGreater Houston, United States
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TS
Trent Strong
Colleague at Wealth Partners AllianceDallas, Texas, United States
View →
LH
Lindsay Heyman
Colleague at Wealth Partners AllianceDallas-Fort Worth Metroplex, United States
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RA
Robin Ankeny
Colleague at Wealth Partners AllianceDallas-Fort Worth Metroplex, United States
View →
4 education records
Rick Lima education
Bs, Economics
Mba, Corporate Finance
Education record
Escuela Americana
Education record
FAQ
Frequently asked questions about Rick Lima
Quick answers generated from the profile data available on this page.
What company does Rick Lima work for?
Rick Lima works for Wealth Partners Alliance.
What is Rick Lima's role at Wealth Partners Alliance?
Rick Lima is listed as Founding Partner, Wealth Partners Alliance at Wealth Partners Alliance.
What is Rick Lima's email address?
AeroLeads has found 1 work email signal at @wealthpartnersalliance.com for Rick Lima at Wealth Partners Alliance.
Where is Rick Lima based?
Rick Lima is based in Dallas-Fort Worth Metroplex, United States while working with Wealth Partners Alliance.
What companies has Rick Lima worked for?
Rick Lima has worked for Wealth Partners Alliance, Ubs, and Morgan Stanley.
Who are Rick Lima's colleagues at Wealth Partners Alliance?
Rick Lima's colleagues at Wealth Partners Alliance include Brittany Smith, Aif®, Xavier Hawley, John Garcia, Sara Dicamillo Ferrell, and John Saalfield.
How can I contact Rick Lima?
You can use AeroLeads to view verified contact signals for Rick Lima at Wealth Partners Alliance, including work email, phone, and LinkedIn data when available.
What schools did Rick Lima attend?
Rick Lima holds Bs, Economics from Southern Methodist University.
What skills is Rick Lima known for?
Rick Lima is listed with skills including Portfolio Management, Wealth Management, Strategic Partnerships, Investment Advisory, and Investment Advisory Services.
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