Focus

As the Branch Manager, Managing Director-Investments, and Financial Advisor within Wells Fargo Advisors, my goal for Southlake clients and fellow financial advisors is being a resource, friend, and asset as we navigate through today’s financial landscape.  Our financial professionals and staff offer a wide range of services to investors, privately held business, corporations and affluent families throughout Texas and the country. 

I am proud of the vast resources we offer from Wells Fargo Advisors.  I see my role as a Branch Manager as someone who can help clients and Financial Advisors to pursue their goals.  To that end, I am constantly seeking financial professionals in the community both registered and those wanting to be-who want to join a growing and successful enterprise.  We are a community of outstanding achievers and I welcome all to explore the future with me. 

Background and experience

I earned my BS from the University of Illinois, Urbana-Champaign. I attended graduate school at the University of St. Francis. FINRA Securities Registration Series 7, 9, 10 and 66. 

I recently termed out as a Southlake City Council member where I held a variety of board seats including; Zoning Board of Adjustments, Parks and Recreation (Vice Chair 2014-2016), 2035 Corridor Planning Committee, TIRZ Board, TIRZ Chair 2020-2022, Southlake Parks Development Corporation, Mayor Pro-Tem 2021-2022. I previously served on the Executive Board of The Pro Players Foundation and I have been a long standing member on the Southlake Executive Forum.  I have a specialized background in the health care industry and extensive real estate development experience. 

Away from the office

I enjoy watching my kids play their respective sports which include baseball and college lacrosse.  For leisure, golf and traveling with my family and close friends are at the top of my list.  We are members of 121 Church in Grapevine, TX.


Wells Fargo is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 
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CA Insurance License Number: 0M29123. Resident State TX.

CA Insurance License Number: 0G53452 Resident State Texas

CA Insurance License Number: 0I41920. Resident State TX.

Focus 

As a Senior Registered Client Associate with Wells Fargo Advisors, I provide administrative support to both clients and Financial Advisors as it relates to the investment planning process.   

Background and experience

I have worked in the financial services industry for 19 years, all of which has been in retail brokerage servicing private clients and Financial Advisors.  I attended Texas A&M University – Commerce and the University of Texas – Arlington where I earned my Bachelor of Arts degree and Master of Business Administration degree, respectively. 

Away from the office

Away from the office I enjoy spending time with my family, either traveling, working on our family farm or boating on Cedar Creek Lake.

CA Insurance License Number: 4137442. Resident State TX

Focus

As First Vice President - Investments and Senior Financial Advisor with Wells Fargo Advisors, I provide comprehensive investment planning and strategic investment advice to both individual and business clients throughout the country.  Utilizing a disciplined approach and the vast resources of Wells Fargo Advisors, I am able to help clients navigate the quickly-changing environment of today’s markets.  My greatest focus is to help clients achieve their financial goals through diversification and risk-management, which I believe leads to greater client satisfaction and long-lasting relationships.


Background and experience

I started my career at Merrill Lynch in 2006 in their Practice Management Development Program.  Here I was able to hone my skills in strategic asset management and develop an investment process that I still use with clients today.  After Merrill, I spent 8 years at Ameriprise Financial where I further developed my skills in investment planning and goal-based investment advice.  From my experience at these two firms, along with the resources available at Wells Fargo Advisors, I believe I am able to provide the comprehensive advice that clients need.

I currently hold FINRA Series 6, 7, 63, & 65 securities registrations.  I also hold the Chartered Retirement Planning Counselor℠, CRPC® designation.


Away from the office

My greatest joy comes from spending time with my wife and four children, Guy, Vincent, Sophia, and Nicholas.  Those activities include travel, swimming, and attending numerous competitive sports practices and games for the kids each week.  I currently help coach baseball and actively serve in our local church congregation.  Previously, I served on the Board for North Texas Patriot Anglers and still enjoy participating in outings with our wounded veterans.

CA Insurance License Number: 0I74458. Resident State TX

Diversification is an investment method used to help manage risk. It does not guarantee investment returns or eliminate risk of loss including in a declining market.

Full Service Advising

Kevin helps to build, manage, preserve, and transition wealth for not only individuals, but businesses of all sizes. As a Wells Fargo Advisors Financial Advisor, he can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

His process begins by listening to his client and seeks to understand how they got to where they are today. Combined with learning where they want to go, he devises a tailored investment plan to suit his customer’s needs. His goal is to develop and test a strategy unique for his clients. Then implement the plan in an independent, objective, unbiased and cost effective manner. After that, Kevin continues to evaluate and adjust the plan as life and market events change to help ensure it remains a good fit. He consults with his clients to ensure that they stay informed along the way.

Background

Kevin graduated from SMU with a Bachelor of Arts in 1990. During his studies, he found that while finance and Business were important, the courses most applicable to his career were in other areas. Psychology and sociology gave Kevin full perspective on how to understand people and their needs, as well as their life challenges and transitions. Upon graduation, he entered the world of banking and subsequently went to work at Merrill, Lynch and Co. as a Financial Advisor. Five years later, Kevin joined a predecessor firm to Wells Fargo Advisors. His 26 years of comprehensive wealth management guides his decisions in investment of money for his clients.

Outside the Office

An active member in the local and national community, Kevin participates in several civic and community organizations. He has served on the boards of Child Advocacy Center for Rockwall County, Leadership Rockwall Advisory Board, Board of Directors for the Greater Rockwall Chamber of Commerce and the Arlington Convention and Visitors Bureau.  In addition, Kevin has been active in charity work for the Meals on Wheels, Community Life Church and through the Rotary Club of Rockwall.

Kevin and his wife, LaSena, and have 5 kids together.  They live in Rockwall, Texas and enjoy time with their friends and being part of the community.  Kevin likes to spend time tinkering with things in his garage and working in the yard.  He enjoys playing golf with his sons and watching reality TV with his daughter.

Focus

As a First Vice President-Investments and PIM® Portfolio Manager with Wells Fargo Advisors, I provide comprehensive Retirement Planning and Investment Management to high-net-worth individuals and corporate executives.

Background and Experience

I have been working in the financial services industry since 1998. I am a CERTIFIED FINANCIAL PLANNER® professional. I offer clients a broad range of Financial Services including Portfolio and Investment Management, Retirement Analysis, Estate Planning strategies, and can also provide access to Trust Services. I have an MBA in Finance and Economics.  Prior to my current Financial Advisory career, I worked at Hewlett Packard for 15 years as an Engineer, Project Manager, Corporate Finance Manager, and Venture Capitalist.

Away from the office

I currently live in Flower Mound with my wife Laura, and we have two children, Christie and Ryan.  Outside of work, I enjoy reading, teaching, helping Laura with her garden, and serving as a Stephen Minister at our church in Coppell. I teach a Finance and Investment class at the SMU CFP program.

 

 

Wells Fargo Advisors does not provide legal or tax advice.  Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. 

CA Insurance License Number: 0K67276 Resident State Texas

David Parrish is a Senior Financial Advisor located in the Southlake, TX.   Mr. Parrish specializes in advising high net worth individuals and families in the areas of asset allocation, preservation of wealth investment strategies, and multi-generational wealth planning.  Based on the particular situation, Mr. Parrish can coordinate a variety of strategies in order to help grow and preserve assets, while working toward achieving the client’s overall wealth management goals.

Before joining Wells Fargo in 2016, Mr. Parrish worked for Credit Suisse’s US Private Bank as a Financial Advisor.  Prior to Credit Suisse he worked for Goldman, Sachs & Co. and was a Partner in an estate and gift tax planning firm.  He has worked in the financial services industry for more than 30 years. 

Mr. Parrish earned his Bachelors of Business Administration degree from Baylor University in 1982 with concentrations is Finance and Management.

Mr. Parrish formerly served on the Board of Directors of Carroll Education Foundation, Southlake Executive Forum and the Administrative Board of Whites Chapel United Methodist Church.  In his free time David enjoys playing golf and traveling with family and friends.  He resides in Southlake, Texas and is originally from New Orleans, Louisiana.

 

Personal Family Advisor

David prides himself on being a personal family advisor especially for time-strapped business professionals who want help getting their financial house in order. Together, he works with his clients to help streamline and organize their financial life. His process is designed around his clients and their family to simplify and protect the wealth they’ve built.

Located in Southlake Texas, David’s office provides the personal service and resources needed to manage finances through the generations. He takes great pride in working for a firm that puts the client first and is focused on helping them succeed financially.

Background

David has been an active member in the DFW communities for over 20 years as a business owner and parent.  He currently serves on the Board of the Great Southwest Industrial District Association in Arlington and Grand Prairie. Away from the office, He enjoys a good round of golf and fishing. His wife, Debbie, is a chef and cookbook author.  They both enjoy travelling when time allows. 

Planning for Retirement

Whether seeking tax-deferred growth for a personal investment portfolio or an attractive employee benefit plan for business, David can help navigate an array of complex choices. He helps with retirement plans, including IRAs, Roth IRAs and conversions, Simplified Employee Pension (SEP) plans and Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans. Wells Fargo Advisors is not a legal or tax advisor.

Advice for Your Full Financial Life

David knows the last thing a client needs in their busy life is a complex web of financial relationships. A distinct advantage of working with one of the world’s premier financial institutions is being able to help address financial needs beyond investing. With Wells Fargo Advisors behind him, David can develop financial strategies designed to fit any client’s unique situation.