Douglas Parks
Senior Financial Advisor
Doug has diverse experience working with clients within various areas of finance and business development. He leverages the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America. He is passionate about helping successful individuals pursue their wealth management goals, whether these are professional, personal or a combination of both. With the client’s permission Doug can work closely with each client’s attorney, accountant and other advisors to help him offer financial advice and guidance that complements their overall situation and short- and long-term goals.
You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
Areas of Focus
Goals Based Wealth Planning
Doug follows a well-defined wealth planning process to determine each client's unique set of needs and goals, both financial and nonfinancial. As part of this process, he assists each client in aligning their goals with appropriate, customized investment management strategies. By asking thoughtful questions, he is able to help each client identify and formulate goals built around a hierarchy of needs.
- Pre-Retirement Financial Analysis
- Transition and Severance Planning
- Retirement Income Planning
- Estate Planning Strategies
- Insurance & Long Term Care Strategies
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*NMLS ID 1560059
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
