Parker Evans, CFA, CFPPresident & Chief Investment Strategist

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Client Specialties
  • High Net Worth Families
  • Financially Independent Women
  • Business Owners
  • Retirement Planning
  • Tax-Smart Investing
  • Estate Planning
Education
  • 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 30 years of professional experience. His wealth management credentials include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Market Technician (CMT).

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 received an MBA with Honors from Nova Southeastern University.

The stock market rewards patient, disciplined investors. Panic selling of stocks at the trough of a decline is a classic mistake that investors must avoid. As a rule, always remember that overtrading destroys value. –Parker Evans CFA, CFP, CMT

contact details

611 Druid Road East, Suite 407Clearwater, FL 33756

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