Bo Parrish Email & Phone Number
Partner @ Southern Edge Wealth Solutions
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Bo Parrish Location
- Nashville, TN, US
Bo Parrish Work
- 2025 -now Registered Investment Advisor @
- 2022 -now Partner @
- 2019 -now Co-Founder and Wealth Manager @
- 2012 -now Author and Platform Speaker @
- 2016 -2019 Wealth Management Advisor, Parrish Wealth Partners @
- 2013 -2016 Portfolio Consultant @
- 2011 -2012 Director @
- 2010 -2011 Founder @ Prosperity Planning
- 2003 -2010 Senior Vice President @ Morgan Keegan
Bo Parrish Education
- Auburn University, College of Business
Bachelor's degree (Finance)
1998-2002 - Franklin Road Academy 1996-1998
Bo Parrish Skills
- Retirement Planning
- Negotiation
- Asset Management
- Presentations
- Investment Management
- Financial Analysis
- Cross-Selling
- Public Speaking
- Writing
- Consulting
- Financial Coaching
- Technical Analysis
- Investments
- Wealth Management
- Asset Allocation
- Risk Management
- Received formal training in investment fiduciary responsibility.
- Investment Research
- Investment Strategies
- Financial Services
- Strategic Planning
- Equities
- Portfolio Management
- Finance
- Retirement
- Strategy
- Management
- Fixed Income
- PowerPoint
- Received Formal Training in Investment Fiduciary Responsibility
- Marketing
Bo Parrish Summary
- Bo Parrish, based in Nashville, TN, US, is currently a Partner at Southern Edge Wealth Solutions. Bo Parrish brings experience from previous roles at Kingswood Group, Eudaimonia Group, The Path To Purpose and B. Riley Wealth Management. Bo Parrish holds a 1998 - 2002 Bachelor's degree in Finance @ Auburn University, College of Business. With a robust skill set that includes Retirement Planning, Negotiation, Asset Management, Presentations, Investment Management and more. Bo Parrish has 2 emails and 3 mobile phone numbers on RocketReach.
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Bo Parrish
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