Bill Parrott, CFP is the founder and owner of Parrott Wealth Management and is a fee-based only financial planner.
Bill started his investment career in May of 1989 with the investment firm of Spelman & Company in San Diego. In 2003, he moved to Austin, Texas to manage offices in Austin, College Station and Temple. In 2006, Bill was hired as a Co-Branch Manager and Financial Consultant for A.G. Edwards & Sons in Austin, Texas. In 2008, Bill joined Charles Schwab as a Financial Consultant in the Executive Services Division. He obtained the Certified Financial Planner designation in 2003. Bill is an active member of Austin Christian Fellowship Bill has participated in a number of local and international mission trips including Haiti, Nicaragua and Mexico. He has also volunteered with the children and youth ministries.
In this interview, Bill shares his insight into financial planning to help people realize their dreams and also shares his experiences that could help those who wish to do their planning on their own.
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