Allen Parker, Financial Advisor

FINANCIAL ADVISOR
Allen B Parker

CFP®, CPWA®, CIMA®, CEPA®
2816 Erwin Rd Ste 109, Durham, NC 27705opens in a new window
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Manufacturing Professionals
  • Corporate Executives
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Allen

I advise owners and executives of privately held, specialty manufacturing companies – people who have worked hard to build remarkable, lasting value – on ways to ensure that they and their families enjoy extraordinary lives across generations.

I take a holistic personalized approach. This includes developing tailored strategies for tax-efficient planning, business succession, philanthropic giving and wealth transfer. By working closely with trusted peers, such as CPAs and attorneys, we help ensure that your financial strategy is seamlessly integrated and designed.

My background as an officer in the US Navy, as a consultant with Booz Allen Hamilton, and as an engineering director...

Work History

  • Edward JonesOctober 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CPWA®

    Certified Private Wealth Advisor®
  • CIMA®

    Certified Investment Management Analyst®
  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Yale UniversityCertificate
  • Duke UniversityCertificate

Personal Interests

  • Running
  • Traveling
  • Scuba Diving
  • Backpacking
  • Genealogy

Team Members

  • Amy Peters
    Registered Branch Associate
  • ReAnn Morris
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:00PM
Tue 09:30AM - 04:00PM
Wed 09:30AM - 04:00PM
Thu 09:30AM - 04:00PM
Fri 09:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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