Parry & Associates

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Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

A Full-Service, Strategic Approach Focused on Client Needs

Parry & Associates Wealth Management Group was founded with the goal of providing personal and dedicated attention, backed by the resources and intellectual capital of a global financial services company. Our extensive experience and diverse capabilities help position us to build a strong connection between your financial vision today and the life you dream of for tomorrow.

With access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, Parry & Associates Wealth Management Group can act as the primary financial advisor for your family, your company or your nonprofit organization. We offer you advice and guidance on key financial events in your life—retirement, business sales, inheritance, family changes and wealth transfer strategies.

We think you'll find our most important contribution to you and your family is our insight. We understand the power of affluence, of capital and of markets—and we use what we've learned to help you. We hope you'll take the time to get to know us better and find out for yourself how our integrity and ability can make a real difference in how you handle your wealth. For this generation—and the next.

The Parry & Associates Wealth Management Group Difference
We limit our business to a select handful of affluent family groups with wealth needs that are complex and demand dedicated attention, care and skill. We are committed to meeting your highest expectations by drawing on all our experience, know-how and resources to help you manage your wealth.

However, the real difference comes down to more than just numbers on a balance sheet. We believe we can serve you best because we take the time to understand the goals and objectives you value most. In getting to know all about you, your family and your goals, we can then guide you on the path toward financial independence.
The Parry & Associates Wealth Management Group Difference
We limit our business to a select handful of affluent family groups with wealth needs that are complex and demand dedicated attention, care and skill. We are committed to meeting your highest expectations by drawing on all our experience, know-how and resources to help you manage your wealth.

However, the real difference comes down to more than just numbers on a balance sheet. We believe we can serve you best because we take the time to understand the goals and objectives you value most. In getting to know all about you, your family and your goals, we can then guide you on the path toward financial independence.
Addressing Each Aspect of Your Financial Life
Wealth management is an interactive, ongoing process, including candid communication and knowledgeable advice and guidance on investments and estate planning services, and through access to Bank of America, cash and liability management. We use Merrill Lynch's exclusive Wealth Outlook® analytical process to gain valuable insights into your true net worth, investment positions, credit and debt, retirement readiness and much more. This enables us to help you identify and implement customized strategies to pursue your personal financial goals.

A solid wealth management strategy looks at every aspect of your financial life:

Wealth preservation—We help develop practical, durable income and asset allocation strategies designed to support this generation…and create wealth to be passed on to the next.

Strategic investment core—Using Merrill Lynch's open investment platform, we can recommend a risk-appropriate "core" investment portfolio targeted to your goals, as well as other diverse allocations targeting a particular purpose or objective.

Income and capital appreciation—Based on your needs for growth and income, we can detail a combination of income and investment approaches designed to take advantage of upside potential.
Addressing Each Aspect of Your Financial Life
Wealth management is an interactive, ongoing process, including candid communication and knowledgeable advice and guidance on investments and estate planning services, and through access to Bank of America, cash and liability management. We use Merrill Lynch's exclusive Wealth Outlook® analytical process to gain valuable insights into your true net worth, investment positions, credit and debt, retirement readiness and much more. This enables us to help you identify and implement customized strategies to pursue your personal financial goals.

A solid wealth management strategy looks at every aspect of your financial life:

Wealth preservation—We help develop practical, durable income and asset allocation strategies designed to support this generation…and create wealth to be passed on to the next.

Strategic investment core—Using Merrill Lynch's open investment platform, we can recommend a risk-appropriate "core" investment portfolio targeted to your goals, as well as other diverse allocations targeting a particular purpose or objective.

Income and capital appreciation—Based on your needs for growth and income, we can detail a combination of income and investment approaches designed to take advantage of upside potential.
A Portal to Powerful Services
From market evaluation to asset allocation, Parry & Associates Wealth Management Group follows a disciplined process that considers economic conditions, tax implications and overall risk. We offer you:

Discretionary portfolio management—You can delegate to Charles and Curtis Parry investment management responsibilities for your portfolios, meaning they have discretion over certain investment decisions surrounding your investment strategy. Once they have confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, Charles and Curtis will recommend targeted asset allocations for your portfolios to help pursue your specific investment objectives. Granting them authority allows them to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track toward meeting your goals. Chase Parry is a portfolio advisor, who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.

Fixed-income investments—Whether you're seeking tax minimization strategies, to help preserve assets or generate additional income, we can help design a suitable fixed-income investment array.

Separately managed accounts—Where warranted, we may recommend allocating assets to a separate account handled by a third-party private asset manager.

Alternative investments—Where appropriate, for certain clients, we may recommend alternative investments, such as private equity, managed futures, hedge funds or hard assets.

Annuities—For investors seeking consistent, reliable income, we may suggest one or more fixed or variable annuity accounts.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
 

A Portal to Powerful Services
From market evaluation to asset allocation, Parry & Associates Wealth Management Group follows a disciplined process that considers economic conditions, tax implications and overall risk. We offer you:

Discretionary portfolio management—You can delegate to Charles and Curtis Parry investment management responsibilities for your portfolios, meaning they have discretion over certain investment decisions surrounding your investment strategy. Once they have confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, Charles and Curtis will recommend targeted asset allocations for your portfolios to help pursue your specific investment objectives. Granting them authority allows them to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track toward meeting your goals. Chase Parry is a portfolio advisor, who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.

Fixed-income investments—Whether you're seeking tax minimization strategies, to help preserve assets or generate additional income, we can help design a suitable fixed-income investment array.

Separately managed accounts—Where warranted, we may recommend allocating assets to a separate account handled by a third-party private asset manager.

Alternative investments—Where appropriate, for certain clients, we may recommend alternative investments, such as private equity, managed futures, hedge funds or hard assets.

Annuities—For investors seeking consistent, reliable income, we may suggest one or more fixed or variable annuity accounts.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
 

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.