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.
“We built Successful Portfolios to offer a higher standard of care—combining institutional-grade investment strategies with the unconflicted transparency of a true fiduciary”–Parker Evans, CFA, CFP
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.
“My goal is to build two things that last: portfolios capable of creating and protecting wealth, and personal relationships built on transparency and trust.”
–Joe Baer, APMA