Advisors at this firm
Sylvia P
Series 66
Federal Way, WA
180 Wealth Advisors, LLC
Sylvia Parker is a financial advisor at 180 Wealth Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 15 years before joining 180 Wealth Advisors in 2017. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts, employing a combination of fundamental, technical, and asset allocation approaches.
Darren H
CFP®, Series 63, Series 65
Federal Way, WA
180 Wealth Advisors, LLC
Darren Henke is a CFP® with 37 years of industry experience, currently serving as an advisor at 180 Wealth Advisors, LLC since 2017. Prior to this, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years. Outside of his advisory role, he operates a sole proprietorship renting farm fields to a local dairy farmer. 180 Wealth Advisors serves individuals, trusts, retirement plans, and business entities, offering portfolio management, retirement plan consulting, and financial planning primarily through a Wrap Comprehensive Portfolio Management program. The firm manages client assets on a fiduciary basis with discretionary authority for most accounts and integrates multiple analytical approaches alongside financial planning.
Richard B
CFP®, Series 63, Series 65
Federal Way, WA
180 Wealth Advisors, LLC
Richard Buchan is a CFP® professional with 35 years of experience in the financial industry. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 27 years before joining 180 Wealth Advisors, LLC, where he has been since 2017. Buchan holds Series 63 and Series 65 licenses and is based in Federal Way, WA. 180 Wealth Advisors serves individuals, including high-net-worth clients, trusts, retirement plans, and business entities, offering portfolio management, retirement plan consulting, and financial planning. The firm manages client assets on a discretionary, fiduciary basis and employs a mix of analytical approaches combined with integrated financial planning through its wrap fee program.