Parker Evans, CFA, CFP

Parker Evans

President, Chief Investment Strategist

(This is a free, confidential consultation, with no obligation to the caller)

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Practice Specialties

Education & Credentials

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

The Benefits of Partnering with an Independent Fiduciary CFA and CFP

When it comes to managing your wealth and planning for the future, the guidance of a trusted financial advisor is invaluable. Working with an independent fiduciary who is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) professional offers unique advantages that can significantly impact your financial success.

  • Unbiased Expertise: As an independent fiduciary, our commitment is solely to you, our client. We provide impartial, conflict-free advice, ensuring your interests always come first.
  • Rigorous Analysis: CFA Charteholders are equipped with advanced investment analysis and real-world portfolio management skills, enabling us to navigate complex financial landscapes effectively.
  • Comprehensive Planning: The CFP certification represents the highest standards of financial planning. We take a comprehensive approach to your finances, from tax strategies to estate planning, ensuring your plan is tailored to your goals.
  • Personalized Service: Our independent status allows us to offer personalized service that larger firms can’t match. We build relationships based on trust and a deep understanding of your unique financial situation.

At Successful Portfolios, we believe that the key to achieving and maintaining financial well-being is the combination of fiduciary responsibility, analytical rigor, and personalized planning. Let us help you secure your financial future.