Bill Parrott (CFP)

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

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. We primarily work with individuals in or near retirement.

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 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 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 became the 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 Executive Services Division for Charles Schwab.

Bill earned his Bachelor 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 27 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 several local and international mission trips, including Haiti, Nicaragua, and Mexico. He has also volunteered with the children and youth ministries.