Our Winston-Salem Financial Advisor Judson Meinhart was quoted in MONEY with advice for new investors on choosing stocks vs ETFs
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Charlotte Business Journal Ranks Parsec Financial in 2021 “Largest Charlotte Wealth Management Firms” and “Largest Charlotte Financial Planning Firms” Lists
Charlotte Business Journal featured Parsec Financial in both of its 2021 lists of largest Charlotte-area wealth management firms and financial planning firms.
Judson Meinhart was quoted in The Street article “Time for a Property and Casualty Insurance Checkup”
Michael Baughman was quoted in Forbes’ article “Can Tax Loss Harvesting Improve Your Investing Returns?”
Parsec is proud to announce that Roger A. James was recently recognized on Forbes’ 2021 list of best-in-state wealth advisors. Roger is a partner at Parsec and serves as Parsec’s
Judson Meinhart was quoted multiple times in CNBC’s article “You’ve likely missed the deadline to max out a 401(k) this year. Here’s what else you can do”
Michael Baughman was quoted in Forbes’ article “What Is A Registered Investment Advisor (RIA)?”
USA Today: Don’t leave grieving relatives searching for your passwords: Here’s how to organize your digital life before you die
Judson Meinhart was quoted multiple times in USA Today’s article “Don’t leave grieving relatives searching for your passwords: Here’s how to organize your digital life before you die”
Director of Investment Management Sarah DerGarabedian was invited back on CNBC’s Halftime Report to discuss our perspective on latest investment trends and philosophy amidst the pandemic. Watch the replay:
Parsec Director of Business Retirement Services Neal Nolan Receives Certified Plan Fiduciary Advisor (CPFA) Designation
Parsec Financial is proud to announce that Asheville-based Director of Business Retirement Services Neal Nolan has received his Certified Plan Fiduciary Advisor certification.
Parsec Financial Advisor Scott Kittrell Receives Certified Divorce Financial Analyst® (CDFA®) Designation
Parsec Financial is proud to announce that Southern Pines-based Financial Advisor Scott Kittrell has received his Certified Divorce Financial Analyst® certification.
Judson Meinhart was quoted multiple times in CNBC’s story “It might be worth it to move to a cheaper city, even if your company cuts your pay”
Director of Investment Management Sarah DerGarabedian was recently featured on CNBC’s Halftime Report where she discussed our investment strategy. Watch the replay:
Neal Nolan was quoted in Forbes’ article “What Is A Qualified Longevity Annuity Contract (QLAC)?”
Parsec Financial is proud to announce that Larry Harris was recently appointed to serve as mayor of Black Mountain, NC, until 2022. This announcement came after its current mayor Don Collins chose to retire earlier this month.
Parsec Financial is honored to be listed on Financial Advisor (FA) magazine’s 2020 RIA ranking. Of the 551 firms included, Parsec ranked #131, including #3 of the 13 N.C. firms represented.
Parsec Financial is pleased to announce it has been named to the 2020 edition of the Financial Times’ 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Charlotte Parent: How Community Partners Are Improving Literacy Needs for Charlotte Children Amidst the Pandemic
Read our recent feature in Charlotte Parent about Parsec Prize winner Read Charlotte’s reading checkup initiative and what Partner Michael Ziemer does with his young family to prioritize literacy.