Brian T. Parker, CFP®

Partner & CFP Certified Financial Planner®

Education:

New York University, Rider university, Bucknell University. B.S. Commerce, Accounting. 

Designations/Licenses:

Certified Financial Planner® 

Series 7, 27, and 66.

Specialities:

  • Corporate Benefits Consulting/Administration (public and private)
  • Ultra High Net Worth Wealth Management
  • Pre-Post Transaction Planning
  • Generational Wealth Planning Strategies
  • Risk Management/Insurance Planning
  • Family Office Services

Brian's Story

Brian’s career spans three decades in finance and business management mostly in the financial services sector. He spent much of his career in Manhattan as a member of the financial operations and accounting team for several world-class firms focusing on cost control and vendor management. Brian was responsible for meeting budget goals and finding ways to create production efficiencies that created shareholder value. Brian eventually became a CFO and managed the finance and accounting staff for the Broker-Dealer of a large regional bank. Brian now brings that experience to the clients of Hyde Park Wealth Advisors. He helps clients understand the importance of budgeting and saving to build wealth through financial planning. 


Brian is a CERTIFIED FINANCIAL PLANNER™, having met all requirements as established by the Certified Financial Planner Board of Standards. He earned a Bachelor of Science degree in Commerce from Rider University and a Certificate in Financial Planning from New York University. He holds the following securities licenses: Series 7, 27, and 66.


Brian resides in Indian Hill with his wife Lisa and son Brian II. His family is active in the local community and supports many social and philanthropic causes. They enjoy participating in many sports-related activities and you will often see them cheering on their favorite local sports teams.

Let's Talk

Schedule a call today to see if Hyde Park Wealth Advisors is a fit for you. 

We are here to help you reach your financial goals. 
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Securities offered through Dempsey Lord Smith LLC – Dempsey Lord Smith LLC, Rome, GA Member FINRA / SIPC / MSRB.

Advisory Services offered through Dempsey Lord Smith, LLC, an SEC Registered Investment Advisor. Clearing through and accounts held at TD Ameritrade Institutional.

Dempsey Lord Smith, LLC nor Hyde Park Wealth Advisors LLC provides tax or legal advice and you should consult your accountant and/or attorney if considering an investment of this type. Hyde Park Wealth Advisors LLC is not controlled by or a subsidiary of Dempsey Lord Smith LLC. Investing in Alternative Investments come with a variety of risks that could result in a complete loss of principal investment.

Alternative Investments offered as private placement securities are offered only to qualified accredited investors via confidential private placement memorandum. Income and returns are not guaranteed and there are no assurances investments will meet their stated objectives.

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