Parsec has entered a strategic partnership with First Covenant Trust and Advisors LLC to offer you a full range of trust solutions while maintaining the relationship and investment advice you have built with Parsec. You don’t want to leave your loved ones with a call center to handle your estate. Instead, enable them to benefit from a boutique, high-service relationship with an assigned trust officer who personally knows you, your intentions and your family.
Roger A. James
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 …
Talking with your children about disability and/or death can be a difficult task for most people. Parents spend the better part of their financial lives working, saving and planning only to end up avoiding proper communication and planning with their children on the topic of death. Parents often do not discuss their estate plans with adult children out of fear that this will only cause tension and improper incentives. But in my experience as an attorney and financial advisor, the most successful planning results come from good communication.