Tommy Parker, Cfa

Tommy Parker, Cfa Email and Phone Number

Director at PDS Wealth Management @ PDS Wealth Management
palm beach, florida, united states
Tommy Parker, Cfa's Location
Greater Boston, United States
Tommy Parker, Cfa's Contact Details

Tommy Parker, Cfa personal email

About Tommy Parker, Cfa

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.

Tommy Parker, Cfa's Current Company Details
PDS Wealth Management

Pds Wealth Management

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Director at PDS Wealth Management
palm beach, florida, united states
Website:
pdswealth.com
Employees:
4
Tommy Parker, Cfa Work Experience Details
  • Pds Wealth Management
    Director
    Pds Wealth Management May 2017 - Present
    PDS 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.
  • Merrill Lynch Wealth Management, Bank Of America Corporation
    Financial Advisor
    Merrill Lynch Wealth Management, Bank Of America Corporation Jun 2016 - May 2017
  • Bank Of America Merrill Lynch
    Investment Grade Credit Sales
    Bank Of America Merrill Lynch Nov 2013 - Jun 2016
  • Eaton Vance
    Internal Wholesaler
    Eaton Vance Feb 2012 - Nov 2013
  • Putnam Investments
    Internal Wholesaler
    Putnam Investments Jan 2011 - Feb 2012

Tommy Parker, Cfa Skills

Wealth Management Series 63 Series 6 Series 7 Series 66 Retirement Planning Portfolio Management

Tommy Parker, Cfa Education Details

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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