Darren Parson

Darren J. Parson, CFP®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

214 N Tryon St

29th Floor,

Charlotte, NC 28202

Darren.parson@truist.com

Phone 704-526-4539

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About me

Background

As a Financial Advisor with more than 20 years of experience in the financial services industry, Darren finds great satisfaction in helping clients reach their financial goals. He works closely with individuals and families to build and preserve wealth. Darren works to understand the unique needs of each client in order to better assist them in reaching their specific goals. He helps clients consider the various options available to them and tailors a financial plan based upon their needs and objectives.

Darren is a holder of the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFPÒ certification process that includes highly demanding education, examination, experience and ethical requirements. Darren is a graduate of Appalachian State University college of Business. He began his career as a Management Development associate with BB&T, now Truist, in 2002. In 2023 he had the opportunity to return to the Truist family by joining the Truist Wealth team. This opportunity is a full circle moment for Darren to return to the firm where his professional career began.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Appalachian State University 2002

Personal Interests

Darren lives in Charlotte, NC and in his free time enjoys traveling with his wife, Nikki and two boys, Jordan and Caleb.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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