Larry Parker, CFP®

 

Creating Parker Financial Group is one of Larry’s greatest accomplishments, which he achieved by overcoming many obstacles.

Larry was born in Russia and grew up in Brooklyn, NY. He’s the third of six children and early on, Larry and his family faced great challenges.  Financial difficulties and a tough neighborhood made it a daily struggle for survival. 

Despite all this, Larry wasted no time taking advantage of opportunities, as he was highly motivated to succeed. He pursued dance and theater professionally at a young age and attended La Guardia High School for Performing Arts, the school featured in the movie “Fame”.

Larry’s family relocated to Charlotte, NC in 1993.  There he met his wife Julie, and they moved to San Diego, CA to begin their new life together. Larry established Parker Financial Group and simultaneously put himself through college earning a degree in Finance. Larry’s business philosophy is to always give first. His passion and commitment to his clients completely set him apart. His clients describe him as trustworthy, knowledgeable, and compassionate.

With the birth of their first son Kaden, Larry and Julie moved back to Charlotte in 2005 to surround themselves with family. Shortly thereafter, their second son, Ty was born. Larry is a devoted husband and father who believes in leading a balanced life. He works hard for his clients, but also deeply values his time with family and friends. Larry is also a loyal member of the Rotary Club where he shares his passion for public service.  He is a sports fanatic, and loves music, dance, and the arts.

 

Larry's Credentials, Accomplishments & Associations

 

  • Bachelor of Science - Business Administration & Financial Planning, San Diego State University
  • CERTIFIED FINANCIAL PLANNER™ - Obtained CFP® Designation
  • Registered Representative - NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency
  • Financial Adviser - Eagle Strategies LLC, a Registered Investment Adviser
  • LUTCF® - Obtained  Life Training Council Fellowship Designation, American College
  • MAP®  Certified Adviser,  Macro Asset Perspective*
  • Licensed Agent - New York Life Insurance Company and is licensed with various other independent unaffiliated insurance and financial companies.
  • Million Dollar Round Table** - Qualifying Member in '04 -'05, '08 - '13
  • Member - Society of Financial Services Professionals (FSP) Charlotte, NC
  • Member - National Association of Insurance and Financial Advisors (NAIFA) Charlotte, NC
  • Rotary Member - Union-West Rotary Club & Rotary Club International

 

*The Macro Asset Perspective® is a unique process incorporating principles of asset allocation relative to risk tolerance and tax treatment, enhance and maximize future net retirement income.

**MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

 

 

Zuzana Ambrova

 

 

 

Zuzana joined the Parker Financial Group as an Executive Administrative Assistant in January 2013. She is responsible for high-level administrative support and manages all aspects of business operations and client service. 

Zuzana started her career with Bank of America as an Operations Representative. She ultimately moved to the Investment Services division as a Broker Solutions Group Representative and an Investment Specialist. Eventually, Zuzana joined the Merrill Lynch Wealth Management Group as a Registered Investment Associate working in partnership with a senior financial advisor. 

Zuzana has over 13 years of experience in the financial and investment services industry. With her extensive background in Customer Service, Problem Resolution, Account Management, Product Support, Investment Analysis and Market Research, Zuzana is consistently focused on serving the best interests of our clients.

Zuzana was born and raised in Bratislava, Slovakia. She graduated as a nurse in 1996 in Bratislava, Slovakia. An Au-Pair Program opportunity brought her to Charlotte, NC in 1999. "I love Charlotte and everything this city has to offer!"

Zuzana is a proud mother of her 10-year-old son Sammy and almost 3-year old daughter Mila. Zuzana's passions include reading, traveling and playing competitive volleyball.

 

Professional Licenses:

 

  • FINRA Series 7- General Securities Registered Representative, NYLIFE Securities, LLC (Member FINRA/SIPC), a Licensed Insurance Agency
  • FINRA Series 66 - Registered Representative, NYLIFE Securities, LLC
  • Financial Adviser - Eagle Strategies, LLC, a Registered Investment Advisor
  • Licensed Agent - NC Life and Health, Fixed & Variable Lines of Authority

 

 

Paul Brown, CRPC®

 

 

 

 

Paul has recently merged his company with the Parker Financial Group. As a financial planner with over 10 years of industry experience, he works tirelessly to provide his clients with the highest level of comprehensive financial planning.

As a native Long Islander, Paul started his career with MetLife and the transferred his practice to Wachovia Securities to study capital markets.

He moved to Charlotte over 6 years ago to be close to his family. Paul is the proud father of his two young boys, Jack and Henry.

His interests lie in fitness, sports, reading and religion. He is a great addition  to the team and he brings tremendous knowledge, experience and positive energy to all who are around him.

 

Mike Fitzgerald

 

 

Mike was born in Burlington, VT and moved to the Carolinas in 1999. He has been in financial services since 2000. Mike is married to his wife Alicia and they are blessed with two beatiful children, Marty and Emma.

Mike joined Parker Financial Group in 2016. He is very  passionate and embraces the Parker Financial Group's philosophy of give first. His goal is for his clients to reach all their financial goals from college planning, investment strategies, risk management, tax planning, estate and business planning.

Mike is a member of the Rotary and works very closely with his community. He loves golf, boating and fitness. Mike is a great addition to the Parker Financial Group family.

 

Professional Licenses:

 

  •  FINRA Series 7- General Securities Registered Representative, NYLIFE Securities, LLC (Member FINRA/SIPC), a Licensed Insurance Agency

  • FINRA Series 63 & 65 - Registered Representative, NYLIFE Securities, LLC

  • Financial Adviser - Eagle Strategies, LLC, a Registered Investment Advisor

  • Licensed Agent - New York Life Insurance Company and is licensed with various other independent unaffiliated insurance and financial companies.

  • MAP®  Certified Adviser,  Macro Asset Perspective*

    Rotary Member – President Elect of The Huntersville Happy Hour Rotary Club

     

     *The Macro Asset Perspective® is a unique process incorporating principles of asset allocation relative to risk tolerance and tax treatment, enhance and maximize future net retirement income.

 

Disclosures