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Gary Parsons, CFP®, CLU®

Gary Parsons, CFP®, CLU®

Financial Advisor

A 1980 graduate of Troy University in Alabama, Gary Parsons has been helping clients pursue their lifelong financial objectives since 1983. He joined the team at Waddell & Reed in 2014 and is now part of LPL Financial.

In addition to his work as a Financial Advisor, Gary has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) mark, a formal recognition of his expertise in financial planning, taxes, insurance, estate planning, and retirement saving. This recognition, awarded by the CFP Board of Standards, Inc., is complemented by his Chartered Life Underwriter® (CLU®) designation, a testament to his proficiency in life insurance and insurance planning. 

Gary's dedication to his profession extends beyond his client work. He also teaches Insurance Planning for the CFP® Program at Florida State University and serves on the CFP Advisory board as a faculty member. His wealth of experience, spanning over thirty years, includes working with numerous families and contributing as a financial columnist for the Tallahassee Democrat newspaper until 2019. 

Outside of his professional life, Gary is a family man with three sons and four grandchildren, of whom he is immensely proud. He is known for his wry humor and easy-going, good-natured demeanor. His personal interests include exploring his genealogy, reading historical biographies of figures like Thomas Jefferson, George Washington, and Alexander Hamilton, studying World War II, and traveling to cities like New York and Boston to visit historical sites. He is also dedicated to personal growth and is currently working towards bilingualism with weekly Spanish classes.

Gary can be reached at gary@u-vestfinancial.com to discuss ways he can work with you on your financial future.

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