David Parker serves as the Managing Director of the Abbot Downing office in Charlotte, and has been with the firm since 2004. He is responsible for the delivery of multi-family office and investment management services to our client families. With nearly 25 years experience, David brings a comprehensive understanding of the needs of ultra-affluent families.
Prior to joining Wells Fargo, Mr. Parker was the Managing Director of Private Wealth Advisors, the family office unit of SouthTrust. In that role, he was responsible for the development and execution of the strategic business plan that included working with affluent families, foundations and endowments. He began his career at a single family office in Birmingham, Alabama.
Mr. Parker is a graduate of the Stephens College of Business, University of Montevallo, having received a Bachelor of Business Administration. He holds the Chartered Financial Analyst (CFA) designation, and is a member of The CFA Institute, the CFA North Carolina Society, and the Charlotte Estate Planning Council.
Mr. Parker is married; he and his wife Lynn live with their one child in Charlotte, North Carolina.