Meg Parker
Advisor at Merrill
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.
Advisor at Merrill
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.
Meg Parker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in 2010 after eight years of experience with a local regional firm. In her role, Meg focuses on developing personal relationships with clients to provide goals-based wealth management strategies that address key areas of their financial needs.
Her client expertise includes Divorce Transition Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Liquidity Management, Managing New Wealth, Personal Retirement Planning, and Women and Wealth. Meg holds a Bachelor's Degree from the University of Georgia’s Terry College of Business. She has completed training at Wharton's Executive Education Program and holds the Certified Investment Management Analyst® (CIMA®) designation, as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials.
Outside of her professional career, Meg enjoys cooking, gardening, hiking, music, reading, running, traveling, practicing yoga, and spending time with her family.
Bank Of America Na
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691)
2010 - Present (16 years)
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