Check the background of registered investment professionals on FINRA's BROKERCHECK
- Investment Consultant
Prior to joining the firm, Mr. Parker was a Senior Investment Counselor for High Net Worth clients at Fisher Investments for 4 years. He Advised Ultra High Net Worth Clients on a Top Down, active investing platform. Built model portfolios, Strategic Asset Allocation recommendations or Cash Flow analysis to present to clients to obtain business.
Prior to that Mr. Parker spent 6 years at The Vanguard Group, mainly as a wholesaler collaborating with advisors about tailored investment solutions and portfolio construction. He also served as a consultant for Personal Advisor Services helping UHNW clients understand how both passive and active ETF’s can create alpha and reduce risk. Prior to that, Mr. Parker was a producer for Nationwide Insurance on the property and casualty side for 2 years.
Mr. Parker earned his Bachelor of Science in Business Administration, Marketing (2010) East Carolina University, College of Business Administration (Accredited by AACSB International) –Greenville, NC In his leisure he likes to spend time with his Wife, traveling abroad, playing golf and outings with his 2 rescue pups.
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here