Parker Sherry

Financial Advisor

Parker is a native of East Palestine, Ohio, and a dedicated financial advisor with a passion for the great outdoors and a deep commitment to his local community. Rooted in his background as a college football player for both Bowling Green State University and West Liberty University, Parker understands the value of teamwork and discipline. He has channeled that same dedication into his academic pursuits, graduating from West Liberty University with degrees in Finance, Accounting, and Marketing. This strong educational foundation allows him to provide clients with a well-rounded approach to financial planning.

Parker holds FINRA Series 7, Series 66, and SIE licenses, positioning him as a fully licensed financial advisor. He works largely in an investment advisory capacity as an Investment Advisor Representative (IAR) of Cambridge Investment Research Advisors, Inc., a registered investment adviser. Parker is now a trusted resource in the realm of investment and financial management, serving as an Investment Advisor Representative. Additionally, he aspires to take on the role of Assistant Portfolio Manager, demonstrating his commitment to providing personalized solutions for his clients.

As a CFA Level 1 candidate, Parker is continuously expanding his knowledge and skills to better serve his clients' investment needs. He works closely with individuals to help them achieve their goals of financial freedom, crafting tailored strategies that empower them to thrive. His expertise also extends to collaborating with small businesses, where he can apply his financial acumen to maximize opportunities for growth and success.

Parker's approach to financial advising is rooted in a deep understanding of his clients' unique circumstances and aspirations. He is dedicated to building long-term, trusting relationships and crafting tailored financial strategies that pave the way for a secure financial future.