Tom Parker

Tom Parker, CFP®,AIF®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

1445 New York Avenue, NW

4th Floor,

Washington, DC 20005-2125

Tom.Parker@Truist.com

Phone 202-661-0708

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About me

Background

Tom Parker is a Financial Advisor with Truist Investment Services, Inc. His particular focuses are financial planning, investment management, and business investment planning. 

He and his group are passionate about creating solutions for busy physicians, attorneys, and business owners, helping them address their financial goals and ambitions. They manage the entire financial life of their clients which includes plan and goal coaching, helping them make sense of global markets, and assisting them in gaining a higher level of financial confidence through life’s journey. Tom and his team have a combined wealth and investment management experience of 70 years.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts - Business Administration
University of Wisconsin - Eau Claire

Personal Interests

Tom proudly served in the U.S. Army Reserve Corps of Engineers for 11 years as a heavy equipment operator (enlisted) and a combat engineer (officer). 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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