Bill Parrott is the founder and owner of Parrott Wealth Management, an independent, fee-only, fiduciary financial planning and investment management firm located in Austin, Texas.
Bill started his investment career in May of 1989 with the investment firm of Spelman & Company in San Diego. He joined Dean Witter Reynolds in Pasadena, California in 1990. During his career as a Financial Advisor with Dean Witter (and later Morgan Stanley) he worked in California, Connecticut and Texas. In 1999 he became the Branch Manager for Morgan Stanley in New Haven, Connecticut. In 2003 he moved to Austin to manage the Morgan Stanley offices in Austin, College Station and Temple. He was hired as a Co-Branch Manager and Financial Consultant for A.G. Edwards & Sons in Austin in 2006. He joined Charles Schwab in 2008 as a Financial Consultant in the Executive Services Division.
Bill earned his Bachelor of Business Administration from the University of San Diego in 1988. While at USD he was an active member of the varsity football team and the Sigma Chi fraternity. Bill has been married to his wife Tonya for 25 years and they have one daughter.
In 2003 Bill obtained the Certified Financial Planner designation.
Bill enjoys reading, running, fly-fishing and hiking. In 2011 Bill ran and finished the Boston Marathon.
Bill currently volunteers his time with the Austin Christian Fellowship Church. As an active member Bill has participated in several local and international mission trips including Haiti, Nicaragua and Mexico. He has also volunteered with the children and youth ministries. He’s the current Pro-Bono Director for the Financial Planning Association of Austin.
He is the author of two investment books: Up the Income Ladder: Generate More Income in Retirement and A View from The Perch – A Collection of Financial Blogs, Short Stories and other Musings.
Previous awards and acknowledgments
2013 - Charles Schwab - Key Contributor Award
2011 - Charles Schwab - Key Contributor Award
2010 - Charles Schwab - Key Contributor Award
2009 - Charles Schwab - Key Contributor Award
2008 - Rotary Club of Austin - Service to Austin Award
2008 - Charles Schwab - Chairman's Club
2008 - Charles Schwab - Key Contributor Award
2003 - Morgan Stanley - Manager's Leadership
2002 - Morgan Stanley - Manager's Leadership
2000 - Morgan Stanley - Manager's Leadership
In the same way, let your light shine before others, that they may see your good deeds and glorify your Father in heaven.
Janet was born and raised in Southern California. She began her investment career in 1988 at Shearson Lehman in Glendale, California. In January of 1990, Janet moved to Dean Witter Reynolds (later Morgan Stanley) in Pasadena as an Assistant. In 1996, Janet was promoted to Operations Manager of the office with sixty-five Financial Advisors. In 1999, Janet was offered the opportunity to move to Seattle, Washington to open a new regional office for Morgan Stanley. Once completed, she became the Regional Compliance Officer for over 60 branches conducting branch audits, employee training and advising Branch Managers. In 2006, Janet returned to Southern California as a Complex Administrative Manager in Santa Monica, California. Janet has also been the Administrative Manager for Citi Smith Barney in Los Angeles and the Operations Manager with Crowell, Weedon & Co. in Encino, California.
In 2011, Janet left the investment industry and has been volunteering before joining Parrott Wealth Management in 2017.
Janet has been a longtime volunteer with various agencies. For seventeen years Janet coached multiple sports with Special Olympics in California and Washington. Since 2011, Janet has been involved with Verdugo Hills Hospital in Glendale, California and is currently active with the Pasadena Ronald McDonald House as their Volunteer Coordinator. Since 2009, Janet has been a proud member of the Tournament of Roses Association in Pasadena as a "white suiter" actively participating in the coordination and production of the Rose Parade and the Rose Bowl Game.
In her spare time, Janet enjoys reading, walking, and volunteering. Janet lives in Pasadena, California with her two cats Lucy and Sally.