Financial markets challenge us all. Changing tax laws, economic cycles and global events constantly affect our investment outlook and inform how we plan for the future. Given these complexities, I find it most important to first understand what's most important to you. Working closely with you and your tax and legal professionals, I then personalize strategies and solutions to help you succeed. My team and I partner with you to help support you over the long-term.
I have been in financial services since 2003. Prior to joining Edward Jones, I served as an officer in the U.S. Navy; as a consultant at Booz Allen Hamilton; as a director at Sony Ericsson; and I teamed alongside my wife to rescue a local nonprofit, Camp Chestnut Ridge.
Clients draw upon my knowledge as a leader, as a consultant and as a financial advisor to help their families with wealth strategies to support themselves and those they care most deeply about.
I earned Eagle Scout in the Boy Scouts of America. I graduated with a Bachelor of Science (electrical engineering) cum laude with honors, as well as Master of Business Administration (MBA) with the Fuqua Scholar distinction. I hold the General Securities Representatives (Series 7); Uniform Securities Agent State Law Examination (Series 63); Uniform Investment Adviser State Law Examination (Series 65) registrations; and life and health insurance licenses, as well as the CFP® and CIMA® professional designations.
My wife, Rev. Rhonda Parker, and I live outside Hillsborough, NC and we have five children in various stages of high school, college and professional careers. Most weekends find us hiking one of the many beautiful trails in the area.
My team includes a deep bench of professional associates as well as senior branch office administrators, ReAnn Morris and Amy Peters. We are committed to providing you with personalized, excellent service. Please feel welcome to contact us anytime.
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Socially Conscious Investing
- Retirement Income Strategies
- Insurance & Annuities
My Personal Interests
- Scuba Diving
Office Address2816 Erwin Rd Ste 109
Durham, NC 27705 opens in a new window
Phone NumberAllen B Parker at (919) 382-3085
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