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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Nina Silva is the Client Associate for our group and has been with Wells Fargo & Co. since 2010. She started on the bank side as a Teller, Business Banker, then moved to the auto department to underwrite auto loans prior to transferring to Wells Fargo Advisors. With more than 10 years of customer service experience, Nina ensures all our clients' administrative needs are taken care of. Outside of the office Nina enjoys spending time with her family, kayaking and traveling.

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.

Focus

As First Vice President - Investments and 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 potentially leads to greater client satisfaction and long-lasting relationships.

Background and experience

I attended Brigham Young University (BYU) and graduated with a BA in History and Business in 2001.  In 2002 I started my career as an investment planner with Ameriprise Financial and earned the CERTIFIED FINANCIAL PLANNER™ or CFP® designation in 2009. In 2013 I formed a business relationship with Nicholas (Nick) Giorgio First Vice President-Investments and Financial Advisor. Nick’s focus is with investment management and an entrepreneurial approach whereas I am a comprehensive planner and manager.  After several years of success together at Ameriprise we decided to move our practice to Wells Fargo Advisors in November 2019.  With over 18 years in the investment planning industry along with the resources available at Wells Fargo Advisors, we can help clients reach their financial goals and objectives.

I currently hold FINRA Securities Registration Series 6, 7, 63, & 65.  I also hold the Chartered Retirement Planning Counselor CRPC® designation.
 
Away from the office

I am a dedicated family man.  My wife, Heather and I met during college and have now been married for 21 years.  We have 6 wonderful kids: Ryan, Julia, Emily, Benjamin, Hadley & Paul.  Ryan is serving a 2 year church mission in Florida and Julia is away at college in Utah.  We stay busy keeping up with our kids’ lives including school, sports, music and church.  I actively serve at a local church congregation and have done so for many years.  In my spare time I enjoy running, playing volleyball and reading.


CA Insurance License Number: 0E57581. Resident State Texas

Focus

As First Vice President - Investments and 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 am able to provide the comprehensive advice that clients need.

I currently hold FINRA Securities Registration Series 6, 7, 63, & 65.  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 Texas

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 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 22 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 Big Brother’s Big Sisters of Tarrant County, Boy’s and Girl’s Club, Leadership Rockwall, Girl Scouts Circle T, Rockwall Chamber of Commerce and the Arlington Convention and Visitors Bureau.  In addition, Kevin has been active in charity work for the Junior League, the First United Methodist Church and through the Rotary Club.

 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.

Comprehensive Wealth Management Planning Approach

With over 24 years in investment planning and a growing client base, Joe works to tackle the many financial complexities of today’s world. Joe employs a client-centered approach to portfolio planning and implementation.  Joe has been recognized as Platinum Council within the company for 2017, 2018, 2019, & 2020. His substantial experience gives him a broad base of not only investment planning, but also retirement and college savings planning. In looking at the big picture, he advises on life insurance and long-term care insurance based on the client’s goals and needs. Joe’s well-rounded scope helps them guide his clients through all the stages of their financial life. Kendall Inman works as a Registered Client Associate and provides a wide range of support and services to our clients. She works with internal departments and directly with the client in solving service and operational issues. Being registered allows her to assist Advisors and clients in taking and executing unsolicited investment orders directly from clients.

Background

A native of Dallas, TX, Joe is a second-generation graduate of Woodrow Wilson High School, where he was the 1976 class valedictorian and has been inducted into the Woodrow Hall of Fame.  He graduated from Southern Methodist University in 1980, majoring in accounting.  Before beginning his career as an Advisor, Joe worked in public accounting and in the electronics industry as a CPA before transitioning into financial services as a non-practicing CPA.  Joe holds series 7, series 66 registrations, and an insurance license.
Kendall Inman, our Registered Client Associate, grew up locally in Arlington and has family across Dallas/Fort Worth. Kendall served for six years in the Army as a Signals intelligence Analyst stationed in Hawaii and New York and served overseas in Afghanistan from 2013 to 2014. She graduated from The University of Texas at Arlington where she majored in Finance and has received the CERTIFIED FINANCIAL PLANNER ™ certification. She began her career in Financial Services in 2018 and came to Wells Fargo Advisors in 2019. She holds a series 7 and 66 registrations as well as an insurance license.

Outside of the Office

Joe and his wife of 39 years, Sharon, live in Arlington, TX.  They have two children, Lauren, an Oklahoma University grad, and Stephen, a grad of the University of Virginia, as well as two grandchildren.  Joe served for 10 years on the Board of Directors for The Arlington Boys and Girls Clubs, which he still supports. Joe remains involved as an advisor with Sigma Chi Fraternity.  He served for 7 years as Grand Praetor for the Northern Texas Province of Sigma Chi (SMU, TCU, UNT, UTA, Texas A&M Commerce), and was honored as a Constantine SIG in 2018.   Joe is an active member of First United Methodist Church of Arlington, where he has ushered and served on the Finance Committee.

Kendall and her Husband live in Fort Worth, TX and have one child. She enjoys spending time with her family and friends spending most of her time outdoors. She loves coaching her daughter in softball and is involved in various Veteran Organizations.

*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past year, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

My Background
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building and preserving wealth while realizing their specific and unique goals.

Background and Experience
After enjoying a successful career in the banking services industry, I joined
Edward Jones Investments in 2001 as a Financial Advisor. In 2016, I moved my financial advisory practice to a firm that could provide an industry leading, robust platform with all the tools necessary to serve my clients in any capacity they desired, Wells Fargo Advisors.
Throughout my career I have worked to continually elevate my skills to provide unparalleled client service. My clients enjoy the fruits of my labor through an investment advisory experience tailored to create confidence as together we navigate today's financial landscape with clarity and purpose. I hold a Political Science degree from the University of Texas at Arlington, the series 7, 9, 10, 63 and 66 securities registrations, a general lines agent insurance license. I served as trainer, mentor, coach and Principal Supervisor to the successful careers of many new and experienced financial advisors.
So, whether you're accumulating wealth, maintaining wealth, or developing strategies to successfully transfer wealth, you can rest assured we have the knowledge and experience necessary to serve as your professional guide.

My Background
As a Financial Advisor with Wells Fargo Advisors, I can offer a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.
Background and experience
I manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I have helped clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance with the highest level of professional service in building and preserving wealth for my clients. I can help determine which retirement income strategies may help you reach your needs and goals whether you hope to have access to a lifelong income stream; maintain flexibility and control of the principal; have opportunities to grow the principal or increase the income; or have enough income to last the rest of your life.
I can also help review or develop an estate plan to simplify the transfer of estates after death. Proper estate planning utilizes lifetime gifts and trusts to potentially reduce your estate tax liability. I can work with you and your other professional advisors to develop a strategy that is most appropriate for your circumstances. Wells Fargo Advisors is not a legal or tax advisor.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
For individuals seeking tax-deferred growth or business owners wanting to offer employees an attractive benefit without jeopardizing the company's bottom line, I help navigate the complex choices available. I offer assistance with a comprehensive array of retirement plans, including IRAs and IRA rollovers, self-directed IRAs and rollovers, 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.

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, and a
CERTIFIED PORTFOLIO MANAGER®. 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.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

 

Tailored Financial Strategies. Personal Service.

With 29 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my financial services career with American Savings Bank in 1992. In 1998, I joined Chase Manhattan Bank, where I worked for 5 years. I then moved my financial practice to Wells Fargo Advisors in 2003. I have served Dallas/Fort Worth-area investors for 27 years and look forward to helping them meet their financial goals for years to come. I have been recognized as a Platinum Council in 2012, 2014, 2016, and 2021. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Comprehensive Investment Planning.

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve your wealth – now and for generations to come.

Advice for Your Full Financial Life.

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.

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 offers assistance 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.