Larry Parker, CFP®
President, Financial Advisor - Larry@PFGFAM.com
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. Shortly thereafter, he moved to San Diego, CA to attend San Diego State University. Larry established Parker Financial Group and simultaneously put himself through college earning a degree in Finance and obtained his Certified Financial Planner Designation. 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.
In 2005, Larry moved back to Charlotte, NC to surround himself with extended family. His two sons, Kaden and Ty are his pride and joy. He's enjoyed many years of coaching them in basketball and life. More recently, Larry got remarried to Melissa and is now a proud father of four, including Zoe and Luca.
Larry is a devoted father who believes in leading a balanced life. He works hard for his clients, but also deeply values his time with family and friends. 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 and New York Life company, Series 6, 63 and 65
Financial Advisor - Eagle Strategies LLC, a Registered Investment Adviser and New York Life company
LUTCF® - Obtained Life Training Council Fellowship Designation, American College
MAP® Certified Advisor, 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 Lifetime Member. Court of the Table - 7 Qualifications and Top of the Table - 3 Qualifications
Member - Society of Financial Services Professionals (FSP) Charlotte, NC
Member - National Association of Insurance and Financial Advisors (NAIFA) Charlotte, NC
FINRA Series 7- General Securities Registered Representative, NYLIFE Securities, LLC (Member FINRA/SIPC), a Licensed Insurance Agency and New York Life company
*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.
Paul Brown, CRPC®
Financial Advisor/Partner - Paul@PFGFAM.com
Paul is motivated by the idea that we are all connected. He strives to create strong relationships which he believes is the key to making the world a better place. He feels blessed that he is positioned to partly achieve this through his work as a Financial Planner. With 15 years of industry experience, he works tirelessly to provide his clients with the highest level of Comprehensive Financial Planning.
Paul was born in Long Island, NY. He graduated from St. Joseph’s University with a Bachelor of Science degree, minoring in Finance. He began his career with MetLife and the transferred his practice to Wachovia Securities to study capital markets. He has integrated his expertise in Risk Management, Tax management and Wealth Management to introduce a holistic approach to his clients needs.
He moved to Charlotte over 10 years ago to be close to his family. Paul is the proud father of his two young boys, Jack and Henry. He finds immense joy in coaching and leading their extracurricular activities, including basketball, baseball, soccer, cub scouts and MMA. His interests lie in fitness, sports, reading, music and religion. He is an integral part of the team and he brings tremendous knowledge, experience and positive energy to all who are around him.
Paul’s Credentials, Accomplishments & Associations
Bachelor degree of Science with concentration in Finance; from St. Joseph’s University
FINRA Series 7- General Securities Registered Representative, NYLIFE Securities, LLC (Member FINRA/SIPC), a Licensed Insurance Agency and New York Life company
FINRA Series 63 & 65
Financial Advisor - Eagle Strategies, LLC, a Registered Investment Advisor and New York Life company
Licensed Agent - New York Life Insurance Company and is licensed with various other independent unaffiliated insurance and financial companies
MAP® Certified Advisor, Macro Asset Perspective*
Million Dollar Round Table - qualifying years (2014-2020)
Mike Fitzgerald
Financial Advisor - Mike@PFGFAM.com
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 Theresa and has two beautiful 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, Accomplishments & Associations:
FINRA Series 7- General Securities Registered Representative, NYLIFE Securities, LLC (Member FINRA/SIPC), a Licensed Insurance Agency and New York Life company
FINRA Series 63 & 65
Financial Advisor - Eagle Strategies, LLC, a Registered Investment Advisor and New York Life company
Licensed Agent - New York Life Insurance Company and is licensed with various other independent unaffiliated insurance and financial companies
MAP® Certified Advisor, 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.
Zuzana Ambrova
Associate Financial Advisor - Director of Operations - Zuzana@PFGFAM.com
Zuzana joined the Parker Financial Group in January 2013. She is responsible for high-level operations and administrative support and manages all aspects of business operations and client service.
Zuzana started her career with Bank of America as an Operations Representative in 2000. 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 and his Sales Assistant.
With over 20 years of experience in the financial and investment services industry and 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. She spent 24 years in Charlotte working in the financial industry and spending time with her circle of friends and family. She recently moved to Greenville, SC and is working remotely from home office.
Zuzana is a proud mother of her 19-year-old son Sam and 11-year-old daughter Mila. Zuzana's passions include reading, traveling, gardening, playing competitive volleyball and lately also pickleball.
Professional Licenses:
Financial Paraplanner Qualified Professional - certification completed in 2020
Associate Financial Advisor - Eagle Strategies, LLC, a Registered Investment Advisor and New York Life company
FINRA Series 7- General Securities Registered Representative, NYLIFE Securities, LLC (Member FINRA/SIPC), a Licensed Insurance Agency and New York Life company
FINRA Series 66
Life and Health, Fixed & Variable Lines of Authority
Yeva Shalmiyeva
Executive Administrative Assistant - Yeva@PFGFAM.com
Yeva joined the Parker Financial Group as an Executive Administrative Assistant in June 2021. She is responsible for all aspects of client service and administrative support.
Yeva obtained her NC Life and Health License in December 2019. She graduated from Barnard College with a Bachelor of Arts degree in Economics.
Professional Licenses:
Life and Health, Fixed & Variable Lines of Authority
Jessica Tullett
Executive Administrative Assistant - Jessica@PFGFAM.com
Jessica is a dedicated financial professional at Parker Financial Group, where she has been an integral part of the time since 2021. With a Bachelor of Science in Psychology, Jessica brings a unique perspective to client relations and is passionate about delivering exceptional service and fostering strong client relationships, making her a trusted resource within the firm.
Since entering the financial sector in 2017, Jessica has gained extensive experience in client service and administrative support. At Parker Financial Group, she is responsible for managing all aspects of client interactions, ensuring seamless communication, and providing critical administrative support for the firm’s advisors. Her attention to detail and commitment to excellence helps clients navigate their financial needs with confidence.
Jessica is a proud mother to 5-year-old daughter Ava, and wife to husband, Jonathan. In her free time, she enjoys reading, traveling, and spending time with her family.
Professional Licenses:
Life and Health, Fixed & Variable Lines of Authority