Meet Our Team

Meet Our Team 2017-09-01T23:58:22+00:00

Parker Evans, CFA, CFP, CMT
President and Chief Investment Strategist

Parker Evans founded Successful Portfolios in February 2010. He is a licensed Investment Advisor Representative with 30 years of professional experience. His wealth management credentials include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Market Technician (CMT). Parker is the former President of First Discount Securities Corp., a pioneering discount brokerage firm acquired by First Union Bank (now Wells Fargo).  Also, he was a Vice President at First Union, Smith Barney, and Fifth Third Private Bank. Parker earned a B.A., with a major in Economics from Eckerd College and won the Wall Street Journal Award for outstanding academic achievement. He received an MBA with Honors from Nova Southeastern University.

 


Joseph Baer, APMA
Client Advisor and Assistant Portfolio Manager

Joe Baer joined SP in September 2010. He is a licensed Investment Advisor Representative with six years of professional experience. Joe holds the Accredited Portfolio Management Advisor (APMA) designation awarded by the College for Financial Planning. In 2011, Joe graduated with honors from the University of South Florida with a Bachelor of Science in Business with a major in Finance. He is also a graduate of the Boston University Financial Planning Program and is pursuing the Certified Financial Planner (CFP) professional credential.

 

 


David Bennett, CFA
Assistant Portfolio Manager

David Bennett, CFA, joined Successful Portfolios in February 2016. He has 12 years of professional experience and is a member of the CFA Society of Tampa Bay. David is former Vice President of Fifth Third Securities in Seminole, Florida. In 2015, David earned the coveted and prestigious Chartered  Financial Analyst (CFA) designation. In 2001, he graduated with honors from the University of Florida earning a Bachelor of Science Degree.  In July 2017, David passed the Certified Financial Planner (CFP) examination. He plans to apply to the State of Florida for a Series 65 license in September 2017.  David currently works in an administrative position at Successful Portfolios and does not provide investment advice to clients.