Timothy Parker (AEP®, BS, CFA)
Timothy Parker focuses in the
following client markets or areas of practice:
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
It is important for us to understand the client and issues they are concerned about/are facing. Only after that do we look at the assets and liabilities of a client to see how they fit or don't fit the goals. We also review the estate planning documents and issues. It is an iterative process of exchanging information so we both know what the other is thinking to be able to come up with a plan that makes sense for you. Once the plan is together we move forward to manage the investments on a discretionary basis and meet with clients regularly to review their goals and portfolio.Additional Information
Timothy G. Parker, CFA is a Partner at Regency Wealth Management, a firm he founded as Hudson Capital Management LLC in 2004. Mr. Parker has a deep and broad investing background encompassing over 20 years of business experience including private and public investing across the capital structures of all sizes of companies while working at major banking institutions Bank of America, Bankers Trust and The Bank of New York, as well as managing the corporate finance and pension investing activities of a large advertising/communications firm. Mr. Parker was awarded the Chartered Financial Analyst designation in September, 2001. He is a member of the CFA Institute and an active member of the New York Society of Security Analysts and the Greater New Jersey Estate Planning Council. Mr. Parker received a Bachelors of Business Administration degree from San Diego State University in 1989. For the five years immediately prior to founding Hudson Capital Management LLC Mr. Parker provided investment advisory services to individuals and businesses through The Bank of New York’s Personal Asset Management group.NAPFA Start Date
April 17, 2008
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