Parsec is proud to announce that Senior Financial Advisor Travis Boyer was recently recognized on Forbes’ 2021 list of “top next-gen wealth advisors.”
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Roger A. James, Partner and Director of Trust Services at Parsec Financial, provides guidance on how to strategically transfer wealth generationally.
Parsec Partner Michael Ziemer shares a strategic approach to family wealth.
Parsec Financial is honored to be listed on Financial Advisor (FA) magazine’s 2021 RIA ranking. Of the 607 firms included, Parsec ranked #135, including #3 of the 16 N.C. firms represented.
Parsec Co-Director of Tax Services Larry Harris was recently quoted in InvestmentNews about individuals increasing charitable giving amidst the pandemic.
CNBC: Are you prepared for tax impact of the $68 trillion great wealth transfer? Here are some options to reduce the bite
Parsec Co-Director of Tax Services Larry Harris was quoted in a recent article from CNBC on wealth transfer strategies:
CardRates.com: Young Money, Smart Money: Parsec Financial Teaches Consumers About Responsible Credit Use
“Certified financial planners from Parsec Financial have helped individuals and families to solidify and grow their assets for decades. Now, Parsec is reaching out to a new generation with its Young Money, Smart Money platform. It offers a collection of tools and resources to help young people understand their finances and investment planning. Parsec believes it’s never too early to learn how to manage credit and begin an investment journey. Young Money, Smart Money, helps people in their 20s and 30s confidently take their first steps in that process.”
CNBC: There’s a push to bring bitcoin to 401(k) plans. Why it could take awhile before you see these investments in yours.
Neal Nolan was quoted in CNBC’s story on the inclusion of bitcoin in 401(k) plans and why he advises against it.
Judson Meinhart was quoted in MONEY with advice for new investors on choosing stocks vs ETFs
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”