Bill Parrott (CFP)

Bill Parrott focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Parrott Wealth Management is an independent, fee-only, fiduciary financial planning and investment management firm located in Austin, Texas.  We focus on financial planning, retirement planning and investment management and we work with individuals who want to live a purposeful life. 

 

Additional Information

Bill Parrott is the founder and owner of Parrott Wealth Management.  Parrott Wealth Management is a fee-only, fiduciary financial planning and investment managment 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 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 Morgan Stanley 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 the Exectuive Services Division for Charles Schwab.

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, walking, fly-fishing and hiking. 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.

 

 

NAPFA Start Date

July 05, 2017

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This Office

6500 River Place Blvd Bldg 7 Suite 250 Austin, TX 78730-1119 Phone: (512) 813-7642