Credential: Chartered Financial Analyst®

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. These marks are awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements. Learn more: cfainstitute.org/programs/cfa

Parsec Employees Who Have Earned the CFA

Chief Operating Officer | Chief Compliance Officer
Certified Financial Planner™, Chartered Financial Analyst®

Using Our 40 Years of Excellence to Help Define Your Path Forward

Get in touch with a Parsec Financial representative at an office near you.

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