Chad Parks, CFP®, CPWA®, CPFA®, CRPC™

Experience

• 

  Merrill Lynch Wealth Management

  May 2005 - now

  Wealth Management Advisor, First Vice President

  A client can expect me to ask questions and listen. Together, we can discuss your ambitions and goals. The resources needed to make those dreams a reality.Together, we determine your current net worth or personal financial statement, a cash-flow statement or budget of your income and expenses and assets needed to fund your future goals.*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors. Show less