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 seven years 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, CFP
Vice President and Portfolio Manager
David Bennett joined SP in February 2016. He is a licensed Investment Advisor Representative with over 12 years experience. David’s professional credentials include the sought-after Chartered Financial Analyst (CFA) designation. He is also a Certified Financial Planner (CFP) Professional, having completed the rigorous CFP Board examination and certification process. David serves as Chair of the Indian Rocks Christian Foundation and Chair of the First Baptist Church of Indian Rocks Stewardship Committee. Before joining SP, David was a Vice President at Fifth Third Securities. David graduated with honors from the University of Florida earning a Bachelor of Science Degree in 2002. Go Gators!