Parker Neeley

I’m originally from Greenville, South Carolina, and got an early start in investing after my dad introduced me to Yahoo Finance. That sparked a deeper curiosity, and by age 12, I was reading The Intelligent Investor. In high school, I began building my own portfolio using birthday money and income from odd jobs. I also played on the golf team and worked at a family-owned Italian restaurant, where my interest in entrepreneurship began.

I earned a Finance degree from the College of Charleston in 2024. From high school through college, I helped manage residential rental properties, gaining practical experience in real estate. During college, I interned with a private real estate lender and worked in both restaurants and hotels, which gave me a strong foundation in financial markets and client service.

Helping friends and family get started with investing sparked my passion for financial advising. Today, I work with clients to build personalized strategies focused on long-term growth and lasting peace of mind.

Outside of work, I enjoy playing golf, being on the water, cooking, and traveling the world. I’m a fan of Clemson football, the Jacksonville Jaguars, the Chicago Bulls, the L.A. Dodgers, Ferrari Racing, and Bayern Munich.