Parker Evans, CFA, CFP, CMTPresident & Chief Investment Strategist

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Client Specialties
  • High Net Worth
  • Retirees
  • Business Executives
  • Foundations
  • Estate Planning
Education
  • MBA, Nova Southeastern University
  • 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 and a risk that investors must avoid. –Parker Evans CFA, CFP, CMT

publications

  • What is a “Fee-Only” Financial Advisor and Why is it Important?

    According to the CFP Board, a “fee-only” financial advisor must not receive sales-related commissions.

    A life insurance agent, who accepts commissions, from an insurance agency or insurance company, for example, is not a “fee-only” only advisor. Likewise, a Series 7 Registered Representative paid a sales commission by a Broker-Dealer for selling investments.

    Here’s why we believe the “Fee-Only” method of compensation to be the most transparent and objective model of advisor compensation.

    January 13, 2020
  • Your Financial Planning To-Do-List for 2020 and Beyond

    It’s a concise, useful, and all-around fantastic checklist with relevant links. Here’s Successful Portfolios’ twelve-step Financial Planning To-Do-List for 2020 and beyond. It’s a must-read for anyone serious about personal finance.

    January 8, 2020

contact details

611 Druid Road East, Suite 407
Clearwater, FL 33756

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