Their list of Charlotte-area’s largest wealth management firms is ranked by total assets under management (AUM) for the Charlotte-area office. Of the 33 firms listed, Parsec ranks 21st with $828.2 million in AUM for the Charlotte office of its $3.4 billion total firm AUM as of December 31, 2020.
“2020 was a challenging year for everyone, thus we are thrilled that we saw positive outcomes for our clients,” said Partner Michael Ziemer, CFP®.
Their list of Charlotte-area’s largest financial planning firms is ranked by number of local CFPs. Of the 35 firms listed, Parsec ranks 13th with five local CFPs.
Partner Gregory James, CFP®, added, “We made several key hires in our office this past year, including Financial Advisor Hilary Daniel, CFP®, and Financial Planning Strategist Bradley Burk.
James and Ziemer have been with Parsec and active in the Charlotte market since 2001 and 2004, respectively. They are joined by two other financial advisors Aaron Combs and Hilary Daniel, all of whom are supported by a local team of seven financial planners, portfolio managers and client service specialists.
View Charlotte Business Journal’s full lists:
About Parsec Financial:
Parsec Financial is a fee-only registered investment advisor with $3.6 billion in assets under management as of March 31, 2021. Parsec provides investment management, financial planning, tax planning, trust services and business retirement services to more than 1,800 households and businesses in six offices across North Carolina.
Learn more about Parsec’s Charlotte-based team: parsecfinancial.com/offices/charlotte