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
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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.
Director of Investment Management Sarah DerGarabedian was recently featured on CNBC’s Halftime Report where she discussed our investment strategy. Watch the replay:
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.
Parsec Financial is proud to announce that Asheville-based Financial Advisor Ashley Gragtmans has received her Chartered SRI Counselor certification.
Sr. Financial Advisor Neal Nolan was recently featured in The Street’s article on what to do if your employer stops matching your 401(k) contribution.
Charlotte Magazine: Eyeing a Vacation in 2021? Financial Advisor Shares 5 Savings Tips for Future Splurges
Financial Advisor Aaron Combs was recently featured in Charlotte Magazine with his five savings tips amidst the pandemic for those dreaming of—and planning for—better days.
Financial Advisor Ashley Gragtmans was recently featured in Bloomberg Businessweek’s emergency financial planning guide.
Charlotte Business Journal Ranks Parsec Financial in 2020 “Largest Charlotte Wealth Management Firms” and “Largest Charlotte Financial Planning Firms” Lists
Charlotte Business Journal featured Parsec Financial in both of its 2020 lists of largest Charlotte-area wealth management firms and financial planning firms.
Parsec Financial is proud to announce that Southern Pines-based Financial Advisor Scott Kittrell has received his CERTIFIED FINANCIAL PLANNER™ certification.
Let’s start with the facts: Women in the U.S. live on average five years longer than men, according to the World Bank. Moreover, according to the American Psychological Association, about 40% to 50% of married couples in the U.S. eventually divorce. And, according to a 2019 analysis by the Pew Research Center, U.S. has the world’s highest rate of children living in single parent households at 23%.
All of this goes to show that personal financial planning and investing should be — and often already are — priorities for women and men alike.
A business starts with a skill, a dream, and a whole lot of hard work and sacrifice. Add some luck (some might say) and it flourishes, supporting the families of its owners and employees while making a difference in the lives of its clients, customers, and community. Thus, selling that business can be hard.
“Most business owners have no idea how emotionally fraught the process can be,” says Greg James, CFP®, a partner at Parsec Financial. “Clients approach us with a wide range of feelings, from excitement to fear and reluctance, but they all want to know what their business might be worth and if they’ll be able to retire comfortably after the sale. Understandably, it’s difficult for a business owner to look at the value of his or her company through an objective lens. That’s where we come in.”