Lowell Parker
Senior Wealth Advisor
- Role
- Senior Wealth Advisor at Focus Partners
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Lowell Parker
Your finances are emotionally and quantitatively difficult. If you find yourself asking the following questions, I can help-Am I saving enough to make work optional? How much is enough-How do effectively and tax efficiently manage my stock option plan-What\'s the difference between an IRA and a Roth IRA? Which should I choose-How do I save for my children\'s education? How much should I save-What is an estate plan? Do I need one and how do I set it up-How can I pay less in taxes-What\'s the difference between a broker and a Wealth Advisor? Who can I trust and why?My firm, Merriman Wealth Management, has been in business for over 35yrs. We are a fee only fiduciary advisor. Our goal is to help you make smart decisions with your money so you can focus on living fully. Whether you want to sit down for a complimentary meeting or simply ask me a question, feel free to ping me on LinkedIn or shoot me an email at l•••••@merriman.com. I look forward to helping you on your journey to financial freedom and peace of mind! Lowell has been quoted in the following publications:MarketWatch - Fix Your 401(k)The Wall Street Journal - Is ‘Peer-to-Peer’ Lending Worth the Risk?The Seattle Times - Financial Makeover
Experience
Senior Wealth Advisor
Feb 2025 — Present · Bellevue, WA, US
As of February 2025, Merriman Wealth Management, LLC has merged with Focus Partners Wealth, creating a stronger, nationwide firm. This partnership enhances our ability to provide clients with greater expertise, confidence, and peace of mind as we guide them to and through their financial goals.
Education
University of Washington
Bachelor of Arts (B.A.), Economics
2000 — 2005
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
2009
Skills
- Wealth Management
- Investment Advisory
- Bonds
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Microsoft Office
- 401k
- Retirement Income Strategies
- Financial Analysis
- Wealth
- Asset Management
- Equities
- Investments
- Portfolio Management
- Budgeting
- Excel
- Retirement Planning
- Wealth Management Services
- Fixed Income
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