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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

Financial markets challenge us all. Changing tax laws, economic cycles and global events constantly affect our investment outlook and inform how we plan for the future. Given these complexities, I find it most important to first understand what's most important to you. Working closely with you and your tax and legal professionals, I then personalize strategies and solutions to keep you on track to achieve your financial goals.. My team and I partner with you to help support you over the long-term.

I have been in financial services since 2003. Prior to joining Edward Jones, I served as an officer in...

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

Phone

(919) 382-3085

Fax

(800) 303-4610

Office Address

2816 Erwin Rd Ste 109
Durham, NC 27705opens in a new window

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