Parker Helder
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Parker Helder is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists covering banking, credit, home financing, and small business solutions.
Parker holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Saint Thomas. His approach emphasizes ongoing collaboration with clients to address their evolving financial concerns and objectives.
Expertise
Wealth management
General retirement planning
Work history
Bank of America, N.A.
2025 - Present (1 year)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
University of St. Thomas
2018 - 2022 (4 years)
University of St. Thomas
2018 - 2022 (4 years)
Thatcher Pools and Spas
2015 - 2021 (6 years)
Lourdes High School
2014 - 2018 (4 years)
Disclosures
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