Bo Parrish, Aif® Email and Phone Number
Bo Parrish, Aif® work email
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Bo Parrish, Aif® personal email
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Bo Parrish, Aif® phone numbers
Thank you for visiting my profile. I'm Bo Parrish and after 3 years of training as a Portfolio Consultant and Financial Advisor Coach with Dorsey Wright & Association, I am returning to my passion of working with individuals. In this return, I now have the honor and pleasure of a partnership with my father Jim Parrish.After serving as a wealth manager with Wunderlich Securities from 2016 - 2019, I became involved in the creation of an Registered Investment Advisory Firm, Eudaimonia Advisors.My 2 areas of focus are in providing open market access to attorneys and physicians inside of corporate sponsored retirement plans. I also build personal business plans which guide professionals and business owners through key financial milestones in their careers and personal lives. At Eudaimonia, we have designed our process around 5 concerns: preserving wealth, mitigating taxes, taking care of heirs, ensuring assets are not unjustly taken and charitable gifting. Successful individuals and families with whom we have the honor serving can expect:1. An independent second opinion at the onset of a working relationship.2. A comprehensive wealth management plan to help them reach their financial dreams.3. An objective voice for making smarter decisions in today’s uncertain political, economic and social environment.
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PartnerSouthern Edge Wealth Solutions Jan 2022 - PresentNashville, Tennessee, United StatesRIA representing clients in all matters of wealth management. -
Co-Founder & Wealth ManagerEudaimonia Group Jul 2019 - PresentGreater Nashville Area, Tn -
Author & Platform SpeakerThe Path To Purpose Sep 2012 - PresentGreater Nashville Area, TnBo Parrish is a passionate speaker and captivating story-teller. Bo delivers heartfelt presentations inspired by a near death experience in 2006. His recovery from hospital patient to nationally-sponored triathlete has given Bo the confidence fully engage with his audience. His primary speech topics include overcoming adversity, finding your purpose and conquering your comfort zone. Bo seeks to challenge his audience through engagement and real-world application. His story of triumph and perseverance is a testimony to the power of the human spirit. He shares practical "How-To" messages that anyone can relate to. Bo realizes that not everyone can relate to a near-death experience but that every person can benefit from the "wonders" of change! -
Wealth Management Advisor, Parrish Wealth PartnersB. Riley Wealth Management Oct 2016 - Jul 2019Greater Nashville Area, TnWorking on a foundation of 10 years as a financial advisor, I had the great fortune of spending the last 3 years training under Tom Dorsey, founder of Dorsey Wright & Associates. After traveling the country teaching thousands of financial advisors, I have made the decision to put my training to work on my own practice! I have made the decision to re-enter the world of individual wealth management with Wunderlich Securities. I will have the distinct advantage of working in a new partnership with father Jim Parrish. Jim brings over 40 years of experience and with my specific knowledge gained in the last 3 years, we are excited for what the future holds. Our focus will be in serving high net worth individuals helping them to make smarter decisions with their money. Some of the areas that we will work in are maximizing protection, mitigating taxes, taking care of heirs and addressing charitable inclinations. -
Portfolio ConsultantDorsey Wright & Associates (A Nasdaq Company) Jul 2013 - Mar 2016Greater Nashville Area, TnDorsey, Wright & Associates (DWA) is an independent and privately owned registered investment advisory firm based in Richmond, VA. Since 1987, DWA has been a leading advisor to Wall Street and investment managers worldwide. Dorsey Wright's expertise is technical analysis, focusing on the steadfast relationship between supply and demand in the markets. Our Global Technical Research Platform helps clients see through the day to day clutter of market movements and provides a clear understanding of where market strength lies at all times. Dorsey Wright research will provide you with a compass, helping to steer your financial ship in the right direction. Knowing "what" to buy for your investment portfolio is only the beginning; knowing "when" to buy will demand attention to the overall market environment. -
DirectorResearch Financial Strategies Mar 2011 - Jul 2012Franklin, TnConstruct fee based ETF investment models for both individual and self-directed retirement plan investors. Point and figure analysis based on relative strength.Securities offered by LPL Financial Member, FINRA/SIPC (FINRA - http://www.finra.org/index.htm) & (SIPC - http://www.sipc.org). Investment Advice offered through Research Financial Strategies, a registered investment advisor and seperate entity from LPL Financial.For a list of states in which I am / we are registered to do business, please visit www.rfsadvisors.com -
FounderProsperity Planning Oct 2010 - Apr 2011Established independent investment management firm after completion of 7 year wirehouse career. -
Senior Vice PresidentMorgan Keegan Sep 2003 - Oct 2010Financial Advisor and Accredited Investment Fiduciary specializing in comprehensive wealth management services.
Bo Parrish, Aif® Skills
Bo Parrish, Aif® Education Details
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Franklin Road Academy
Frequently Asked Questions about Bo Parrish, Aif®
What company does Bo Parrish, Aif® work for?
Bo Parrish, Aif® works for Southern Edge Wealth Solutions
What is Bo Parrish, Aif®'s role at the current company?
Bo Parrish, Aif®'s current role is Co-Founder | Wealth Manager | Author | Speaker.
What is Bo Parrish, Aif®'s email address?
Bo Parrish, Aif®'s email address is bo****@****ail.com
What is Bo Parrish, Aif®'s direct phone number?
Bo Parrish, Aif®'s direct phone number is +131836*****
What schools did Bo Parrish, Aif® attend?
Bo Parrish, Aif® attended Auburn University, College Of Business, Franklin Road Academy.
What are some of Bo Parrish, Aif®'s interests?
Bo Parrish, Aif® has interest in Children, Cooking, Coaching, Traveling, Public Speaking, Wine, Triathlon.
What skills is Bo Parrish, Aif® known for?
Bo Parrish, Aif® has skills like Public Speaking, Writing, Consulting, Financial Coaching, Technical Analysis, Investments, Wealth Management, Asset Allocation, Risk Management, Received Formal Training In Investment Fiduciary Responsibility, Investment Research, Investment Strategies.
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