For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- Acadamy of Certified Portfolio Managers
- Wealth Management
- Professional Portfolio Management
- Asset Management
- Financial Planning
- Retirement Planning
- Lending Services
- 401(k) Rollovers
- Qualified Retirement Plans
- Municipal Bonds
- Fixed Income
- Alternative Investments
- Cash Management
- Columbia University -- Certified Portfolio Manager
- Northern Illinois University --BS in Finance
- Series 7 - General Securities Representative
- Series 65 - Investment Advisory Agent
- Series 31 - NFA Associate member
- Insurance/ Annuity Licensed
- Registered Investment Advisor
- Three-time Recipient of the 5 Star Wealth Manager Award 2012-2014
- Present: Morgan Stanley*
Vice President- Wealth Management
Certified Portfolio Manager
Sr. Portfolio Manager
- 2008: Merrill Lynch
Certified Financial Manager
Senior Financial Advisor
Stephen M. Parlier holds the following registrations:
Securities Agent: AL, AR, CA, CO, DC, FL, GA, IA, IL, IN, MD, MI, MO, NC, NJ, NV, NY, PA, SC, WA, WI;
General Securities Representative;
Investment Advisor Representative;
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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