Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Parker Wealth Management strives to simplify our clients' financial lives by implementing and managing a strong wealth plan. We incorporate our clients' values and goals to help maximize their net worth.
CKP®, CPFA®, CPWA®, CRPC™
CFP®, CPFA®