Official press released from Parsec Financial.
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.
Parsec Financial is proud to announce that Daniel Johnson earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 4-day executive MBA-style program.
Parsec Financial is proud to announce that Asheville-based Financial Advisor Ashley Gragtmans has received her Chartered SRI Counselor certification.
On what should have been the last week of school for Buncombe County schoolchildren, we are thrilled to announce the 15 educational and literacy non-profits across our state that will receive $200,000 total in unrestricted Parsec Prize grants. Last fall we made the decision to dedicate the 2020 Parsec Prize grants to education in honor …
Charlotte Business Journal featured Parsec Financial in both of its 2020 lists of largest Charlotte-area wealth management firms and financial planning firms.
Parsec has been included in AdvisoryHQ’s annual list since it was first published in 2016.
The move reinforces Parsec’s ongoing dedication to providing a personalized wealth management approach for its clients.
Fittingly on December 9th, Parsec Financial leadership and members from non-profit organizations across North Carolina gathered for the “9 in 2019” Parsec Prize celebration, which awarded $180,000 in grants to this year’s nine winners:
Parsec was one of only 10 firms in North Carolina included in this list.
