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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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