Edward Jones - Financial Advisor: Derek J Parrish, AAMS®
Financial Service
Why pick this one
Derek J Parrish is a CFP®, CEPA®, and AAMS® financial advisor accepting new clients with $750,000 or more.
Best for
- Clients planning to invest $750,000 or more
- Divorce-related financial planning
- Entrepreneurs and business owners
- Business retirement plans
- Retirement income strategies
- Intergenerational planning
Look elsewhere if
- Clients planning to invest less than $750,000
- Clients seeking weekend office availability
Specialties
- Divorce finances
- Entrepreneurs and business owners
- Wealth strategies
- Business retirement plans
- Intergenerational planning
- Retirement income strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Serves clients with $750,000 plus
- Focuses on divorce finances, entrepreneurs and business owners, and intergenerational planning
- Offers business retirement plans and retirement income strategies
- Supported by senior branch office administrators Karen Gilliam and Eddie Mercer
Distilled from this business's own website.
Contact & Location
- Address
- 100 Capitola Dr Ste 108, Durham, NC 27713
- Phone
- (919) 493-3982
- Website
- https://www.edwardjones.com/derek-parrish
- derek.parrish@edwardjones.com
Services
- Financial advising
- Wealth management
- Retirement planning
- Business retirement planning
- Intergenerational financial planning