I bring more than 15 years of experience in financial services to my work with clients. Since 2006, I have served as a financial advisor for Edward Jones in Clayton, NC. In 2010, I earned the opportunity to become a limited partner with Edward Jones and completed my AAMS® designation from the College for Financial Planning. Prior to joining Edward Jones, I spent six years at Western & Southern Financial Group; first as district manager and then as regional manager.
My wife, Nicole, and I have been married since 1998 and have three boys, Ethan, Luke and Jacob. Locally, I’ve been a committed member of the community with work through local organizations such as Serve the Need, Chamber of Commerce, Rotary and Miracles in Sight, and have mentored local at-risk students.
Due to my dedication to excellence, I have received a number of awards given by my peers during my Edward Jones career. I also voluntarily serve as a leader at Edward Jones in developing new financial advisors.
Professionally, I devote my time in understanding the unique paths of my clients before advancing into investment strategy. Working closely with you, your CPA or attorney, I will formulate the most appropriate financial strategy to help you meet your individual goals. Whether it’s planning for or living in retirement, education, estate considerations or simply investing in the market, we will be here caring for your financial needs at every step of the way. At Edward Jones, we believe in a long-term, diversified investment strategy to help you reach your goals.
Our Edward Jones team provides highly personalized service. My senior branch office administrator, Tracey Taylor, is dedicated to providing you with the highest level of customer service. Our business is aligned to help us better understand and meet each client’s unique goals. Please call to schedule a time for us to start planning for your financial future together.
Brett T. Parkis, AAMS®
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Employee Stock Options
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberBrett T Parkis at (919) 553-7431
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