Financial Advisors
Portland, TX
Parker D Brown is a CFP®-certified financial advisor at Edward Jones in Portland, TX, specializing in wealth strategies, portfolio reviews, and retirement planning for clients with $250,000 or more to invest. He serves entrepreneurs, business owners, and individuals seeking estate planning and business retirement plan solutions. With credentials including AAMS® and CRPC™ certifications, Parker provides comprehensive financial guidance through in-person consultations, phone, and web conferencing.
Ideal for: Entrepreneurs and business owners, High-net-worth individuals, Pre-retirees and retirees, Those seeking estate and legacy planning
Service area: Portland, TX and surrounding areas
CFP® Certified Professional: Parker D Brown holds CFP® certification along with AAMS® and CRPC™ credentials, demonstrating advanced expertise in financial planning and retirement strategy.
Specialized Focus for Business Owners: Offers dedicated services for entrepreneurs and business owners, including business retirement plans and succession planning strategies.
Comprehensive Wealth Services: Provides portfolio reviews, estate and legacy strategies, and personalized wealth planning for high-net-worth clients with $250,000+ to invest.
Address: 1500 Wildcat Dr D, Portland, TX 78374
Phone: (361) 320-8767
Website: edwardjones.com
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