Financial Advisors
Durham, NC
Derek J Parrish is a CFP®-certified financial advisor with Edward Jones in Durham, offering personalized investment management, retirement planning, and comprehensive financial guidance. With credentials including CEPA® and AAMS®, Derek works with individuals and families to build customized financial strategies tailored to their goals and life circumstances.
Ideal for: Individuals and families seeking comprehensive financial planning, business owners planning exits or succession, retirees optimizing income strategies
Service area: Durham, NC and surrounding Piedmont region
CFP® & CEPA® Credentials: Derek holds multiple professional certifications including CFP® (Certified Financial Planner) and CEPA® (Certified Exit Planning Advisor), demonstrating advanced expertise in comprehensive financial and business transition planning.
Edward Jones Backing: Operates under Edward Jones, a major financial services firm known for local advisor relationships and long-term client service, providing institutional resources while maintaining personalized service.
Address: 100 Capitola Dr Suite 108, Durham, NC 27713
Phone: (984) 230-4440
Website: edwardjones.com
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