Kelly Parker

Principal | Private Wealth Advisor

Role
Principal Private Wealth Advisor at Meridian Financial
Location
Raleigh, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kelly Parker

At Meridian Financial, we offer comprehensive financial planning, insurance, and…

Experience

  1. Principal Private Wealth Advisor

    Meridian Financial

    Jan 2021 — Present

    Meridian Financial, in partnership with Northwestern Mutual\'s Private Client Group, offers high-quality investment and wealth management programs and services for high-net-worth clients. We focus on managing current financial success while protecting and preserving assets over the long term. Create. Protect. Preserve.

Education

  • North Carolina State University

    Business Administration, Finance

    2009 — 2013

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Kelly Parker — Principal Private Wealth Advisor at Meridian Financial in Raleigh, NC, US | Unifers