Parker Gerard, Cfa

Parker Gerard, Cfa Email and Phone Number

Evolve Financial Advisor | Guiding Busy Professionals to Financial Freedom @ Evolve Advisor Group
Parker Gerard, Cfa's Location
Orlando, Florida, United States, United States
Parker Gerard, Cfa's Contact Details

Parker Gerard, Cfa work email

Parker Gerard, Cfa personal email

n/a
About Parker Gerard, Cfa

I began my career with Evolve Advisor Group as an intern in May 2015, and I loved the experience so much that I decided to join the team full-time after graduating from the University of Central Florida (UCF).I specialize in the private wealth management side of our firm, where I spend most of my time analyzing investments, creating financial plans, and servicing clients.I graduated from UCF with a Bachelor of Science in Business Administration, majoring in Finance. I'm proud to be a CFA charterholder and hold my 2-15 state insurance license, along with my Series 66 – Uniform Combined State Law and Series 7 – General Securities Representative licenses.Originally from Naples, FL, I moved to Orlando in 2012. Outside of the office, I enjoy fishing, golfing, and spending time with my family. I'm also a member of the CFA Society of Orlando.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Evans Financial Partners is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.www.finra.orgwww.sipc.org

Parker Gerard, Cfa's Current Company Details
Evolve Advisor Group

Evolve Advisor Group

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Evolve Financial Advisor | Guiding Busy Professionals to Financial Freedom
Parker Gerard, Cfa Work Experience Details
  • Evolve Advisor Group
    Financial Advisor
    Evolve Advisor Group Jan 2016 - Present
    Orlando, Fl, Us
    Parker Gerard began his career with Evolve Advisor Group as an intern in May 2015. He loved his intern experience so much so, that he decided to join the team full-time after graduating from the University of Central Florida (UCF).Parker specializes in the private wealth management side of the firm and spends most of his time analyzing investments, creating financial plans, and servicing clients. His desire to be a financial advisor was born out of his love for finance and helping people.Parker graduated from UCF with his Bachelor of Science in Business Administration with a major in Finance. He holds his 2-15 state insurance license as well as his Series 66 – Uniform Combined State Law, and Series 7 – General Securities Representative licenses. He’s currently working toward his Chartered Financial Analyst designation.407-951-8875parker@evolve-ag.comwww.evolveadvisorgroup.com2208 Hillcrest StreetOrlando, FL. 32803
  • Evolve Advisor Group
    Client Service Representative
    Evolve Advisor Group May 2015 - Dec 2016
    Orlando, Fl, Us

Parker Gerard, Cfa Skills

Microsoft Office Public Speaking Customer Service Microsoft Excel Strategic Planning Microsoft Word Research Event Planning Insurance Sales Teamwork Finance Health Insurance 401 Retirement Savings Plans Financial Planning Investment Management Debt Management Life Insurance

Parker Gerard, Cfa Education Details

  • University Of Central Florida
    University Of Central Florida
    General

Frequently Asked Questions about Parker Gerard, Cfa

What company does Parker Gerard, Cfa work for?

Parker Gerard, Cfa works for Evolve Advisor Group

What is Parker Gerard, Cfa's role at the current company?

Parker Gerard, Cfa's current role is Evolve Financial Advisor | Guiding Busy Professionals to Financial Freedom.

What is Parker Gerard, Cfa's email address?

Parker Gerard, Cfa's email address is pa****@****sfp.com

What schools did Parker Gerard, Cfa attend?

Parker Gerard, Cfa attended University Of Central Florida.

What skills is Parker Gerard, Cfa known for?

Parker Gerard, Cfa has skills like Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Strategic Planning, Microsoft Word, Research, Event Planning, Insurance, Sales, Teamwork, Finance.

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