Striving for Confident Investing

At the Parker Wealth Management Group of Wells Fargo Advisors, we focus on managing and protecting our clients’ wealth. We’re proud to serve the complex, dynamic needs of high-net-worth and ultra-high-net-worth clientele with an approach founded on trust, collaboration, and reliability. Our experienced, professional team of financial advisors is committed to excellence. We continuously strive to exceed expectations in service and results.


From our office in Cincinnati, Ohio, we blend community presence with global reach to serve clients right here at home and across the country. Our clients depend on our experience to provide investment advice and tailored investment planning, leveraging our deep knowledge to offer insights and solutions matched to each client’s individual needs, goals, and priorities.

At the Parker Wealth Management Group of Wells Fargo Advisors, we lead with values. We believe in treating our clients as we wish to be treated, and take pride in our uncompromising personal integrity – with us, a handshake still means something. We’ve built our business and our reputation on our client-first philosophy, white-glove service, and keen attention to detail. We aim to work harder than everyone else, period.

Collaborators in Helping You Manage Your Wealth

As our clients’ collaborators in helping them manage their wealth, we assist them in building, manage, protect, and transfer wealth in both their business and personal lives. We provide custom investment planning strategies to help them achieve prosperity, security, and financial independence.


We merge the diverse skills of each of our team members to serve individuals, families, businesses, and non-profit organizations. This includes corporate executives, entrepreneurs, and business owners who seek the guidance of skilled investment professionals. Working with clients from coast to coast, we are committed to empowering each client to realize their long-term goals, preserve their wealth across generations, and create a legacy for their family and their business.

The Parker Wealth Management Group of Wells Fargo Advisors combines the capabilities of a large firm with the personalized service only a small team can provide, helping to ensure our clients receive the best of both. With our hands-on, high-touch approach, we personally believe our clients are assured the exceptional service they expect and deserve. Whether for planning and investment advice, guidance, or direction, we’re available whenever and wherever we’re needed – we’re always just a phone call away.

Our team frequently collaborates with other advisors with whom our clients engage, including attorneys and CPAs, to assist in managing and addressing the entire ecosystem of their personal and business financial needs. We deliver strategies around estate investment planning and liability management. Plus, by capitalizing on the vast resources of Wells Fargo Advisors, we are positioned to help enhance our clients’ portfolios and streamline financial complexities by providing clients with access to the full breadth of services available through Wells Fargo affiliates.

Our Process

Successfully managing wealth is about more than numbers. It requires an intentional, well-thought-out process – one we’ve refined over our decades of experience working with high-net-worth and ultra-high-net-worth clients. It’s a collaborative process, based on the essential elements of trust and mutual respect, that aims to create solutions and generate results suited to each client’s needs and circumstances.


Investment planning is an ongoing process, a step-by-step journey we share with you. It’s not an occasional relationship. Every day our clients rely on our team’s knowledge and experience to guide them in navigating change – in their lives, in their businesses, and in our world.

Our team is skilled at testing and analyzing numerous financial scenarios, from the simple to the complex, to allow you to evaluate the options available to you and make informed decisions about your plans. At the Parker Wealth Management Group of Wells Fargo Advisors, our priority is always to empower you with the insight and information you need to help you remain on track with your plans to protect your wealth, financial futures, and your legacies.

Our first meeting is focused on getting to know you and your finances, as well as sharing information about our team so you can get to know us and how we work. We begin by exploring all aspects of your wealth to create a complete picture of your financial portfolio, including needs, challenges, and opportunities. We then identify and examine your goals and priorities, both personally and professionally, and together determine whether our team’s capabilities and approach are a fit.

Once officially engaged as your financial advisory team, we take a deep dive into your investment objectives, risk tolerance, time horizon, and income needs. Utilizing Wells Fargo Advisors’ eMoney® planning process, we build a customized plan with recommendations designed to deliver on your goals – today and tomorrow. This plan becomes the foundation for the financial decision-making required to manage and protect your wealth.

At this stage, we combine security selections with our portfolio analysis, Envision plan recommendations, and what we have learned about you, to create and launch an investment action plan. We apply our expertise and insights in investing and asset management to plot a roadmap to help you realize your goals to preserve and grow your wealth. Once the plan is initiated, we transition our focus to assist with other key financial areas, such as insurance, succession, and estate investment planning.

To deliver results, we need to ensure your plan is designed for long-term success. We pay close attention to current global economic and market conditions with the guidance of our colleagues from the globally renowned Wells Fargo Investment Institute. This helps us to determine how variations can affect your wealth. In addition, we stay in close contact with you about life and business changesto verify your plan remains aligned with changing needs and priorities. We regularly review your eMoney plan and make necessary adjustments to help you stay the course to reach your goals.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Comprehensive Services

At the Parker Wealth Management Group, we work with our affiliates to bring our clients’ investments and goals together to create a customized, integrated plan by applying our expertise.

Your investment plan

  • Assess your risk tolerance
  • Rebalance or reposition assets as needed

Education planning

  • Invest for children or grandchildren
  • Identify suitable tax-advantaged investments

Retirement assets and company benefits

  • Retirement plan investments
  • Stock option grants or restricted stock

Wealth preservation strategies

  • Types of ownership; beneficiary designations
  • Wealth preservation strategies

Personal risk/family security generation

  • Adequate insurance protection
  • Management plan for incapacity/disability

Income tax planning

  • Identify tax-efficient portfolio strategies
    Manage capital gains, losses, and alternative minimum tax exposure

Charitable and community giving

  • Discuss various charitable techniques
  • Explore strategies to instill philanthropic values in the next generation

Cash flow/cash reserve

  • Emergency funds
  • Cash alternatives

Planning for business owners

  • Consider personal objectives in the framework of business objectives
  • Discuss various risk mitigation techniques
Insurance products are not offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance ocmpanies.
Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to with with you, your accountant, tax advisor and or lawyer to help meet your financial goals.

A Heritage of Client Service

Wells Fargo Advisors is one of the nation’s premier financial services firms. We bring to our individual, corporate, and institutional clients a distinguished heritage in full-service brokerage and asset management, as well as access to lending, trust, and investment banking expertise through our affiliates.

With more than 125 years of investment experience, Wells Fargo Advisors offers more than just knowledge and insight – we offer an objective and holistic approach that provides and monitors ongoing financial strategies for our clients, up to and through retirement.

Investment Institute

Teams from a broad range of backgrounds help financial professionals build and implement plans for their clients.


Our Insights

Analysts conduct robust market research and offer easy-to-understand strategies to help investors work toward their goals.


Our Strategists

Wells Fargo Investment Institute gathers market and economic strategists from across the firm to provide investors timely advice.