Parker McGill
Finance Student at The University of Tennessee, Knoxville Haslam College of Business | The Woodlands High School Alumni
- Role
- Wealth Management Intern at Ria Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Parker McGill
I’m a senior at the University of Tennessee’s Haslam College of Business, pursuing a…
Experience
Wealth Management Intern
May 2025 — Present · Houston, TX, US
Assisted in building, updating, and testing client financial plans using industry software such as MoneyGuidePro, RightCapital, and IncomeLab. Entered client data, categorized accounts, and tested different retirement strategies- Observed and participated in client meetings, prepared follow-up notes, and gained experience in the importance of transparency and relationship-building- Learned firm workflows behind the scenes, including CRM systems (Salesforce), compliance practices, and coordination among advisors, client service administrators, and operations teams- Collaborated closely with advisors and partners, gaining mentorship on client relationship management, communication skills, and financial planning strategies.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.