Bill Parrott is the founder and owner of Parrott Wealth Management. Bill started his investment career in May of 1989 with the investment firm of Spelman & Company in San Diego. In January 1990, Bill joined Dean Witter Reynolds in Pasadena, California. During his career as a Financial Advisor with Dean Witter (and later Morgan Stanley), he worked in California, Connecticut, and Texas. In 1999 Bill became the Branch Manager for Morgan Stanley in New Haven, Connecticut. In 2003 he moved to Austin to manage offices in Austin, College Station, and Temple. In 2006 Bill was hired as a Co-Branch Manager and Financial Consultant for A.G. Edwards & Sons in Austin. In 2008 Bill joined Charles Schwab as a Financial Consultant in the Executive Services Division.
Bill earned his Bachelor of Business Administration from the University of San Diego (USD) in 1988. While at USD, he was an active member of the varsity football team and the Sigma Chi fraternity. Bill and his wife, Tonya, have been married for 26 years and they have one daughter, Hannah.
In 2003 Bill obtained the Certified Financial Planner designation. He received the Certified Kingdom Advisors designation in 2019.
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.
John is the Director of Financial Planning for Parrott Wealth Management. He brings more than twenty years of wealth management and financial planning experience to our firm.
Before joining Parrott Wealth Management, John was the Director of Business Development for Century Management, where he worked for sixteen years. He also worked at Charles Schwab & Company and Fidelity Investments as an investment specialist.
John graduated from the University of Texas, El Paso, with a BBA in Finance and later received his MBA with a concentration in finance from the University of Houston - Clear Lake. He’s a Certified Financial Planner Practitioner™ and a Chartered Financial Consultant.®
John is a member of the Austin Financial Planning Association.
John and his wife are celebrating 28 years of marriage. They have three children – two sons attending college (one majoring in mechanical engineering, the other in business) and a daughter in middle school.
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. Throughout her career, Janet has been an operations manager, administrative manager, and Regional Compliance Officer at various firms.
In 2011, Janet left the investment industry to focus on volunteering before joining Parrott Wealth Management in 2017 as the firm’s Client Relationship Manager.
Janet has been a longtime volunteer with various agencies. For more than seventeen years, Janet has coached multiple sports with Special Olympics in California and Washington. Since 2009, Janet has been a 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 Rose Bowl Game.
In her spare time, Janet enjoys reading and volunteering. Janet lives in Pasadena, California.