James N Parker, CRPC
James N. Parker is a Financial Advisor, Chartered Retirement Planning Counselor (CRPC®), a Fundamental Choice Portfolio Manager, an Associate Vice President-Investments, and partner in The Gellmann and Parker Wealth Management Group of Wells Fargo Advisors in Old Greenwich, Connecticut (2008-present).
Mr. Parker was previously a Financial Advisor with UBS Financial Services in Greenwich, Connecticut (2004-2008). Prior to joining UBS, James worked as a Personal Banking Representative, being second in charge with the Bank of New York, where he referred over $10M in investment sales to the BNY Investment Center. Working with individual families, business owners, executives, and non-profit organizations, in the areas of investment strategies, retirement and estate planning, cash management, and charitable giving, he is able to develop customized strategies to assist them in meeting their financial goals.
Mr. Parker is a Co-Founder and Chairman Emeritus of the Greenwich Youth Professionals Group. He is active in the local community with memberships in the Greenwich Riding and Trails Association (GRTA) as their Director and Board member, the Greenwich Riding and Trails Association as Director and a Board member, and the Connecticut Maritime Association (CMA). Mr. Parker also serves on the Board of Directors of the Greenwich Country Club. He attended the University of Delaware and graduated from the Lerner College of Business and Economics with a degree in Finance.