Parker Gerard, Cfa Email & Phone Number

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

Listed skills include Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, and 14 others.

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  University Of Central Florida

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