People

Our people arrive at Parallel from different places, with different backgrounds and experiences.

Some of us expatriated from traditional wirehouses, seeking a better deal for clients, one free from the conflicts of interest of the broker-dealer business model.

Some of us had our own small practices but opted to join forces with a larger firm offering support and resources unavailable to us as solo practitioners.

A few of us are determinedly rising through the ranks, from reception, to operations, to paraplanner, to advisor, gaining valuable experience and knowledge at each step.

And last but not least, our crack Operations, Planning, and Tax teams, the best in the business, taking care of even the tiniest details to ensure your client experience is a happy one.

Every one of us has a story to tell and knowledge and experience to share.

This is what gives us our superpower — call it “hybrid strength” — the combination of traits that make the firm greater than the sum of its parts.