Meet Our Team

Meet Our Team2019-08-16T14:51:18-04:00

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

Parker Evans photo.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.

David Bennett, CFA, CFP
Vice President and Portfolio Manager

David Bennett photoDavid 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 currently serves as Chair of the First Baptist Church of Indian Rocks Stewardship Committee and has served as Chair of the Indian Rocks Christian Foundation. 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!

Joseph Baer, APMA
Client Advisor and Assistant Portfolio Manager

Joe Baer photo.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.

Blake Fostvedt, CFA, CFP
Client Advisor and Assistant Portfolio Manager

Blake joined SP in May of 2019. He is a licensed Investment Advisor Representative. Blake’s professional background gives him a unique perspective when working with clients. Before joining SP, Blake worked with small business owners and commercial lenders helping structure and underwrite commercial loans at banks in the Greater Tampa Bay Area. Blake has earned the most sought-after and respected credentials in the wealth management business, Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Blake graduated with honors from Creighton University, earning an MBA with an emphasis in Finance in 2013.