Harli Palme, Parsec’s chief operating officer and chief compliance officer, was recently promoted to president.
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Charlotte Business Journal Ranks Parsec Financial in 2022 “Largest Charlotte Wealth Management Firms” and “Largest Charlotte Financial Planning Firms” Lists
Charlotte Business Journal featured Parsec Financial in both of its 2022 lists of largest Charlotte-area wealth management firms and financial planning firms.
Parsec is proud to announce that Travis Boyer was recently recognized on Forbes’ 2022 list of best-in-state wealth advisors. Boyer is a senior financial advisor and board member at Parsec. Of the 86 financial advisors recognized in WNC, Boyer was ranked the #2 advisor from Asheville, behind Parsec Partner Roger James. Forbes’ lists are curated
Parsec is proud to announce that Roger A. James was recently recognized for the second year in a row on Forbes’ 2022 list of best-in-state wealth advisors. James is a partner at Parsec and serves as Parsec’s director of trust services. Of the 86 financial advisors recognized in WNC, Roger was ranked the #1 advisor
Sarah DerGarabedian, a Forbes Councils Member, writes that it’s important to remember WHY we invest, to look beyond the numbers to what they represent – your version of financial freedom.
CNBC: There are key differences between tax credits and deductions. What to know before filing your return
Judson Meinhart was quoted in CNBC’s recent article about differences in tax credits and deductions.
Judson Meinhart was quoted in CNBC’s recent article about capital gains taxes.
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Judson Meinhart was interviewed by WXII 12 News about child tax credits.