Bill Parrott| CFP®
Parrott Wealth Management
- Fee-Only Financial Planning
- Financial Review
- Investment Management
- Retirement Planning
- College Education Planning
- 401(k) and IRAs
- Estate Planning
- Business Planning
Bldg. 7, Suite 250
Austin, TX 78730
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Bill Parrott is a Austin, TX Fee-Only Financial Planner serving Austin and all surrounding areas. Parrott Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Bill Parrott is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Bill Parrott is the founder and owner of Parrott Wealth Management. Parrott Wealth Management is an independent, fee-only, fiduciary financial planning and investment management firm located in Austin, Texas.
Bill started his investment career in May of 1989 with the investment firm of Spelman & Company in San Diego. In January of 1990 Bill joined the firm of Dean Witter Reynolds in Pasadena, California. During his career as a Financial Advisor with Dean Witter (and later Morgan Stanley) he worked in California, Connecticut and Texas. In 1999 Bill was given the opportunity to become a Branch Manager for Morgan Stanley in New Haven, Connecticut. 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.
Bill earned his Bachelors of Business Administration from the University of San Diego (USD) in 1988. While at USD he was an active member of the varsity football team and the Sigma Chi fraternity. Bill has been married to his wife Tonya for 24 years and they have one daughter.
In 2003 Bill obtained the Certified Financial Planner designation.
Bill enjoys reading, running, fly-fishing, hiking, cycling and snow skiing. In 2011 Bill ran and finished the Boston Marathon.
Bill currently volunteers his time with the Austin Christian Fellowship Church. 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.
Parrott Wealth Management is an independent, fee-only, fiduciary financial planning and investment management firm located in Austin, TX. Parrott Wealth Management provides tailored financial planning and investment advice to individuals and families. It’s my mission to deliver you a unique and customized wealth management solution based on your financial goals and dreams.
As a registered investment advisor, I only work for you and I’m not encumbered or shackled by a bank, brokerage firm or insurance company. My sole purpose is to deliver you an authentic financial plan and investment program designed to help you grow and protect your wealth.
Parrott Wealth Management offers financial planning, investment management, account reviews, a monthly newsletter and constant communication.
Call today for your free, no obligation consultation.
Whatever you do, work heartily, as for the Lord and not for men.