GET TO KNOW US
We exist because we have a responsibility to help others.
Our total wealth management services help ensure that however your life evolves, your financial house remains strong.
WHO WE ARE
Our Team
Paul C. Allen, CFP®, MS
President & CEO
Father
Traveler
Go Big Orange
Paul is the president & CEO of Wealth Strategies Partners and a financial executive with more than three decades of industry experience.
Linda Shelton
Chairman of the Board
Rainmaker
Entrepreneur
Philanthropist
Linda Shelton brings a distinguished track record of Entrepreneurial Leadership, Real Estate, Land Development, Conservation, Philanthropy and strategic vision to her role as Chairman of Wealth Strategies Partners.
Heather Beckwith
Chief Operating Officer
Gardner
Optimist
Chef
As Chief Operating Officer, Heather is an integral member of Wealth Strategies Partners’ leadership team.
Julia Hoskins
Vice President of Operations
Dog Lover
Foodie
Yoga Enthusiast
Julia serves as Vice President of Operations and is a member of Wealth Strategies Partners’ leadership team.
Matthew Davis
Client Concierge
Wining
Dining
Silver Linings
Matthew serves as our Client Concierge. Prior to joining Wealth Strategies Partners, he held diverse operational roles across the hospitality industry.
Ryan Webb
Relationship Manager
Go-Getter
Grillmaster
Roll-Tide!
As Relationship Manager, Ryan acts as a key liaison between our clients and team, making sure all needs are met in each area of client services. He manages paperwork and ensures new account setup and transfers are completed correctly. Prior to joining the practice, Ryan spent three years at UBS in Nashville as an Analyst
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Trey Allen
Director of Music & Entertainment
Vinyl Collector
Amateur Gardner
Green Egg Advocate
Trey oversees Business Development for Wealth Strategies Partners focusing on relationships in the music and entertainment industries.
Charlotte Stewart
Regional Growth Manager
Ballroom Dancer
Tennis
Travel
Charlotte is the Regional Growth Manager for the Sarasota branch of Wealth Strategies Partners, working closely with President & CEO Paul Allen. She enjoys focusing on women’s unique needs and how to set-up their “Financial House” accordingly.
Sharon Sharpe
Regional Growth Manager
Entrepreneur
Yogi
Relationship Architect
Sharon Sharpe is a Regional Growth Manager for Wealth Strategies Partners. Sharon is a seasoned entrepreneur and business leader whose work spans residential and commercial construction, real estate investment and sales, banking, and organizational development.
Amber Bean
Executive Assistant
Cat Lover
Travel
Seafood Enthusiast
Amber Bean serves as Executive Assistant to Paul Allen, President and CEO of Wealth Strategies Partners, where she supports executive leadership through client communications, scheduling coordination, travel arrangements, meeting preparation, and administrative support across the firm.
OUR GUIDING PRINCIPLE IS PRETTY SIMPLE:
Always do the right thing.
ABOUT US
We won’t hide behind our desks. We are committed to providing distinctive services as we partner with you.
Wealth Strategies Partners was established in 2014 with the goal of providing the families we serve with comprehensive financial planning accompanied by Ritz-Carlton levels of customer service. Since the beginning, our team of professionals has been dedicated to working together and supporting each other.
We are passionate about planning for each room in your financial house, whether that means examining tax efficiency, providing counsel on your estate, or preparing for major life changes.
VALUES
Our Core Values
At Wealth Strategies Partners, we exist because we have a responsibility to help others. We believe in providing the highest quality of care while keeping our clients’ financial houses in order. That means from A-Z, every piece of your financial plan is spelled out, considered, and meticulously organized to support your family’s financial goals.
1. TEAMWORK
Working together as a team is crucial to helping our clients. In order to provide the best care, we work in tandem with our collective talents and expertise with your best interest in mind. In order to serve our families, we must work well within our own company “family.”
2. DISCIPLINE
We believe that staying disciplined and dedicated throughout our process is a major key to success. Whether we are examining a portfolio or taking meetings, we’re aware that a keen sense of focus and attention to details is everything.
3. PROFESSIONALISM
Our team believes that no stone should be left unturned when it comes to providing our clients with distinctive service. Not only are we a group of professionals, we work with our professional network to ensure your financial house remains in order.
