Derek Parrish, Financial Advisor located in Durham, NC

Financial Advisor
Derek J Parrish

CFP®, CEPA®, AAMS®
100 Capitola Dr, Suite 308, Durham, NC 27713opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Running
  • Pickleball
  • Triathlons
  • Real Estate

Team Members

  • Karen Gilliam
    Sr. Branch Office Administrator
  • Eddie Mercer
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(919) 493-3982

Fax

(888) 890-2447

Office Address

100 Capitola Dr
Suite 308
Durham, NC 27713opens in a new window

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