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NICKOLAS PARKER ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS

Southwestern Investment Group’s Nickolas Parker was recently certified by the CFP® Board as a CERTIFIED FINANCIAL PLANNER™ professional. This certification is an advisor’s next step to further their depth of knowledge and expertise in comprehensive financial planning. Nickolas viewed this achievement as yet another way he could offer value to his clients. His completion of this certification illustrates his dedication to those he serves, to understanding and applying complex financial planning concepts, and to the highest of ethical standards. 

As a member of Southwestern Investment Group’s Biggs Wealth Team, Nickolas lends his expertise as a financial advisor following his days as an intern, interning with the team not once but on two separate occasions. Nickolas chose to begin his career with Southwestern Investment Group because of the phenomenal culture of the company and the impact that an advisor can have on an individual’s life.

“To say that we are proud of Nickolas would be an understatement. We’ve loved working with him since he was an intern, so to watch him grow into his own as a CFP® has been such a great experience. Nickolas adds so much to our team, and I am happy to be here to watch him achieve his goals,” says Benjamin Biggs, Vice President at Southwestern Investment Group and leader of the Biggs Wealth Team.

Regarding this latest achievement, Nickolas says, “From the time I was interning with the Biggs Wealth Team, I knew that I wanted to be part of this company and help clients in any way that I could. Fast forward a few years, and I am incredibly grateful for the guidance I’ve had while pursuing my career goals. I’m excited to have achieved this certification and look forward to bringing that value to my clients.” As one of Southwestern Investment Group’s core values is to develop students and leaders, the company celebrates Nickolas corporate-wide, as he is a shining example of this important value within our amazing roster of team members.

Nickolas can be reached at (972) 987-1087 or at nickolas.parker@swinvestmentgroup.com.

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