Female Investors

Regardless of your age, marital status or family situation, everyone’s priorities are unique. Thus, we want to work with you to build a financial plan that makes sense for your life to set you on a path to achieve financial independence.

The future is yours. Take your investing and financial planning to the next level by engaging with a professional who will work alongside you in planning for your future.

At Parsec, women hold important leadership roles. Our women include the COO/CCO, director of investment management and head of marketing, among others. We have three female financial advisors and six female investment managers on staff. You have good reason to trust your partnership with Parsec. With $3.745 billion in assets under management as of Dec. 31, 2022, we have the history and experience to help you succeed.

Meet Parsec's Female Advisors:

Read Latest News:

Read our feature in WLOS outlining four ways women can proactively take control of their finances in order to help them thrive.

Read our feature in USA Today about how we work with female investors.

Read Our Latest Thought Leadership:

Financial To-Dos in the Aftermath of Losing a Loved One

Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. Financial planning and investment management needs vary dramatically depending on what stage of life the surviving spouse is in.

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Using Our 43+ Years of Excellence to Help You Thrive

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