(This is a free, confidential consultation, with no obligation to the caller)
Parker Evans founded Successful Portfolios in February 2010. He is a licensed Investment Advisor Representative with more than 30 years of professional experience in the wealth management business.
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 earned an MBA with Honors from Nova Southeastern University.
“Get the expert financial guidance you deserve. Successful Portfolios has helped hundreds of clients plan and manage accounts at top firms including Charles Schwab and Interactive Brokers. If you want a professional second opinion or help creating your investment strategy, let’s talk”–Parker Evans, CFA, CFP
(This is a free, confidential consultation, with no obligation to the caller)
Joe Baer joined Successful Portfolios in September 2010. He is a licensed Investment Advisor Representative with twelve 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.
“I joined Successful Portfolios right after we opened our doors in 2010 and plan on being here for many more years to come. I enjoy connecting with our clientele in a meaningful way.”
–Joe Baer, APMA
Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
Copyright© 2024 Successful Portfolios. Powered by PressGo Digital