Kelly Parker, Clu®

Kelly Parker, Clu® Email and Phone Number

Principal | Private Wealth Advisor @ Meridian Financial
Raleigh, NC, US
Kelly Parker, Clu®'s Location
Raleigh, North Carolina, United States, United States
Kelly Parker, Clu®'s Contact Details

Kelly Parker, Clu® work email

Kelly Parker, Clu® personal email

n/a
About Kelly Parker, Clu®

The course to retirement has changed and is now more flexible and customized to everyone’s preferences and circumstances. At Meridian Financial we are at the forefront of Redesigning Retirement, Redesigning Life.Our multi-generational team enjoys partnering with individuals, families and business owners on their financial journey.Reach out to me to learn more at 919.755.3201 or visit our website meridianfinancial.nm.com.

Kelly Parker, Clu®'s Current Company Details
Meridian Financial

Meridian Financial

View
Principal | Private Wealth Advisor
Raleigh, NC, US
Website:
heritageplanningpartners.nm.com
Employees:
29
Kelly Parker, Clu® Work Experience Details
  • Meridian Financial
    Principal | Private Wealth Advisor
    Meridian Financial
    Raleigh, Nc, Us
    View
  • Meridian Financial
    Private Wealth Advisor
    Meridian Financial Jan 2021 - Present
    Meridian Financial, in partnership with Northwestern Mutual's Private Client Group, offers high-quality investment and wealth management programs and services for high-net-worth clients. We focus on managing current financial success while protecting and preserving assets over the long term.Create. Protect. Preserve.
    View
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual May 2012 - Jan 2021
    View

Kelly Parker, Clu® Skills

Financial Analysis Customer Service Microsoft Office Microsoft Excel Financial Services Marketing Budgets Powerpoint Excel Spanish Portfolio Management Word Project Management Organization

Kelly Parker, Clu® Education Details

Frequently Asked Questions about Kelly Parker, Clu®

What company does Kelly Parker, Clu® work for?

Kelly Parker, Clu® works for Meridian Financial

What is Kelly Parker, Clu®'s role at the current company?

Kelly Parker, Clu®'s current role is Principal | Private Wealth Advisor.

What is Kelly Parker, Clu®'s email address?

Kelly Parker, Clu®'s email address is kg****@****csu.edu

What schools did Kelly Parker, Clu® attend?

Kelly Parker, Clu® attended North Carolina State University.

What are some of Kelly Parker, Clu®'s interests?

Kelly Parker, Clu® has interest in Golf, Hunting, Fishing, Going To The Beach.

What skills is Kelly Parker, Clu® known for?

Kelly Parker, Clu® has skills like Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, Financial Services, Marketing, Budgets, Powerpoint, Excel, Spanish, Portfolio Management, Word.

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