Partner
CurrentRIA representing clients in all matters of wealth management.
Jan 2022 - Present
AeroLeads people directory · profile
Bo Parrish, Aif® Email & Phone Number
Co-Founder | Wealth Manager | Author | Speaker
at
Southern Edge Wealth Solutions
1 work email found
@eudaimoniaria.com
1 phone found area 318
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder | Wealth Manager | Author | Speaker
Location
Nashville, Tennessee, United States
Who is Bo Parrish, Aif®? Overview
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Quick answer
Bo Parrish, Aif® is listed as Co-Founder | Wealth Manager | Author | Speaker at Southern Edge Wealth Solutions, based in Nashville, Tennessee, United States. AeroLeads shows a work email signal at eudaimoniaria.com, phone signal with area code 318, and a matched LinkedIn profile for Bo Parrish, Aif®.
Bo Parrish, Aif® previously worked as Partner at Southern Edge Wealth Solutions and Co-Founder & Wealth Manager at Eudaimonia Group. Bo Parrish, Aif® holds Bachelor'S Degree, Finance from Auburn University, College Of Business.
Company email context
Email format at Southern Edge Wealth Solutions
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*@eudaimoniaria.com
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AeroLeads found 1 current-domain work email signal for Bo Parrish, Aif®. Compare company email patterns before reaching out.
Profile bio
About Bo Parrish, Aif®
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.
Listed skills include Public Speaking, Writing, Consulting, Financial Coaching, and 17 others.
Current workplace
Bo Parrish, Aif®'s current company
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8 roles
Bo Parrish, Aif® work experience
A career timeline built from the work history available for this profile.
Co-Founder & Wealth Manager
Current
Jul 2019 - Present
Author & Platform Speaker
CurrentBo 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.
Sep 2012 - Present
Wealth Management Advisor, Parrish Wealth Partners
Working 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.
Oct 2016 - Jul 2019
Portfolio Consultant
Dorsey, 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.
Jul 2013 - Mar 2016
Director
Construct 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.
Mar 2011 - Jul 2012
Founder
Established independent investment management firm after completion of 7 year wirehouse career.
Oct 2010 - Apr 2011
Senior Vice President
Morgan Keegan
Financial Advisor and Accredited Investment Fiduciary specializing in comprehensive wealth management services.
Sep 2003 - Oct 2010
2 education records
Bo Parrish, Aif® education
Bachelor'S Degree, Finance
Education record
Franklin Road Academy
FAQ
Frequently asked questions about Bo Parrish, Aif®
Quick answers generated from the profile data available on this page.
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 Southern Edge Wealth Solutions?
Bo Parrish, Aif® is listed as Co-Founder | Wealth Manager | Author | Speaker at Southern Edge Wealth Solutions.
What is Bo Parrish, Aif®'s email address?
AeroLeads has found 1 work email signal at @eudaimoniaria.com for Bo Parrish, Aif® at Southern Edge Wealth Solutions.
What is Bo Parrish, Aif®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 318 for Bo Parrish, Aif® at Southern Edge Wealth Solutions.
Where is Bo Parrish, Aif® based?
Bo Parrish, Aif® is based in Nashville, Tennessee, United States while working with Southern Edge Wealth Solutions.
What companies has Bo Parrish, Aif® worked for?
Bo Parrish, Aif® has worked for Southern Edge Wealth Solutions, Eudaimonia Group, The Path To Purpose, B. Riley Wealth Management, and Dorsey Wright & Associates (A Nasdaq Company).
How can I contact Bo Parrish, Aif®?
You can use AeroLeads to view verified contact signals for Bo Parrish, Aif® at Southern Edge Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Bo Parrish, Aif® attend?
Bo Parrish, Aif® holds Bachelor'S Degree, Finance from Auburn University, College Of Business.
What skills is Bo Parrish, Aif® known for?
Bo Parrish, Aif® is listed with skills including Public Speaking, Writing, Consulting, Financial Coaching, Technical Analysis, Investments, Wealth Management, and Asset Allocation.
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