Parsec Financial Announces Harli Palme as New President
Harli Palme, Parsec’s chief operating officer and chief compliance officer, was recently promoted to president.
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Press Releases
Official press released from Parsec Financial.
Charlotte Business Journal Ranks Parsec Financial in 2022 “Largest Charlotte Wealth Management Firms” and “Largest Charlotte Financial Planning Firms” Lists
Charlotte Business Journal featured Parsec Financial in both of its 2022 lists of largest Charlotte-area wealth management firms and financial planning firms.
Travis Boyer Named “Best-In-State” Wealth Advisor by Forbes
Parsec is proud to announce that Travis Boyer was recently recognized on Forbes’ 2022 list of best-in-state wealth advisors. Boyer is a senior financial advisor and board member at Parsec. Of the 86 financial advisors recognized in WNC, Boyer was ranked the #2 advisor from Asheville, behind Parsec Partner Roger James. Forbes’ lists are curated …
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Roger James Once Again Named “Best-In-State” Wealth Advisor by Forbes
Parsec is proud to announce that Roger A. James was recently recognized for the second year in a row on Forbes’ 2022 list of best-in-state wealth advisors. James is a partner at Parsec and serves as Parsec’s director of trust services. Of the 86 financial advisors recognized in WNC, Roger was ranked the #1 advisor …
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Travis Boyer Named “Top Next-Gen Wealth Advisor” by Forbes
Parsec is proud to announce that Senior Financial Advisor Travis Boyer was recently recognized on Forbes’ 2021 list of “top next-gen wealth advisors.”
Parsec Financial Ranked #3 N.C. RIA by Financial Advisor (FA) Magazine
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.
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.
Parsec Financial Partner Roger James Named a “Best-In-State” Wealth Advisor by Forbes
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 director of trust. Of the 56 financial advisors recognized in WNC, Roger was ranked the #1 advisor from Asheville. Forbes’ lists are curated by SHOOK™ …
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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.
