Parker Evans, CFA, CFPPresident & Chief Investment Strategist
- High Net Worth Families
- Independent Women
- Business Owners
- Retirement Planning
- Tax-Smart Investing
- Estate Planning
Education and Credentials
- MBA, Finance
- B.A., Economics
- CFA, Chartered Financial Analyst
- CFP, Certified Financial Planner
- CMT, Chartered Market Technician
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.
Successful Portfolios has helped hundreds of discerning clients plan and manage accounts at Charles Schwab, TD Ameritrade, and Interactive Brokers. If you’re seeking expert guidance or a professional second opinion, let’s talk! –Parker Evans, CFA, CFP