Tommy Parker, Cfa Email and Phone Number
Tommy Parker, Cfa personal email
- Valid
Tommy is a Director of PDS Wealth Management. With experience in professional golf, mutual fund sales and high-grade credit, Tommy brings more than 10 years’ experience to the team.Tommy specializes in Business Development, and introduces new clients to our process. He earned his Bachelor of Business Administration degree with a concentration in Finance from Stetson University, where he played four years of Varsity Golf. Tommy is a CFA Charterholder and a member of the CFA Society of Boston.Prior to PDS Wealth Management, Tommy served as a Financial Advisor at Merrill Lynch. Previously, he worked in Bank of America Merrill Lynch’s Institutional Corporate Bond Department, and at Eaton Vance Investment Managers and Putnam Investments.Tommy and his wife, Katie, live on Boston’s South Shore with their sons, Tommy III & Teddy. He enjoys competing in amateur golf tournaments throughout New England.
Pds Wealth Management
View- Website:
- pdswealth.com
- Employees:
- 4
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DirectorPds Wealth Management May 2017 - PresentPDS Wealth Management is a private wealth management practice providing financial planning and investment management services to individuals, families and institutions. We serve our clients as trusted advisors, creating and implementing personalized strategies that help them achieve their goals. We are fiduciaries - the client's interest comes first at all times. -
Financial AdvisorMerrill Lynch Wealth Management, Bank Of America Corporation Jun 2016 - May 2017 -
Investment Grade Credit SalesBank Of America Merrill Lynch Nov 2013 - Jun 2016 -
Internal WholesalerEaton Vance Feb 2012 - Nov 2013 -
Internal WholesalerPutnam Investments Jan 2011 - Feb 2012
Tommy Parker, Cfa Skills
Tommy Parker, Cfa Education Details
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Finance, General
Frequently Asked Questions about Tommy Parker, Cfa
What company does Tommy Parker, Cfa work for?
Tommy Parker, Cfa works for Pds Wealth Management
What is Tommy Parker, Cfa's role at the current company?
Tommy Parker, Cfa's current role is Director at PDS Wealth Management.
What is Tommy Parker, Cfa's email address?
Tommy Parker, Cfa's email address is to****@****ail.com
What schools did Tommy Parker, Cfa attend?
Tommy Parker, Cfa attended Stetson University.
What skills is Tommy Parker, Cfa known for?
Tommy Parker, Cfa has skills like Wealth Management, Series 63, Series 6, Series 7, Series 66, Retirement Planning, Portfolio Management.
Who are Tommy Parker, Cfa's colleagues?
Tommy Parker, Cfa's colleagues are Patrick Dugan, Cfa, Paul Spencer.
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