Kelly Parker
Principal | Private Wealth Advisor
- Role
- Principal Private Wealth Advisor at Meridian Financial
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Kelly Parker
At Meridian Financial, we offer comprehensive financial planning, insurance, and…
Experience
Principal Private Wealth Advisor
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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