Parallel Financial Information
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Parallel Financial
Summary
As an independent financial services firm with an unwavering commitment to our client's success, we use innovative and creative thinking to find opportunities for our clients. Offering no ties or fina...Show more
Organization Website | parallelfinancial.com |
Social Links |    |
Phone Number | (864) 385-7999 |
Industries | |
Headquarters Location | 511 Rhett St Suite 2A, Greenville, SC, 29601 US |
Employees Size | 10-50 employees |
Specialties | Investment Management, Retirement Planning, Estate Planning, Business Transition Planning, Risk Management, Strategic Credit Offerings, Asset Based Credit Lines, Real Estate Lending, College Planning, Financial Planning, Public Investments, Private Investments, Private Equity, Tax Mitigation, Deferred Compensation Strategy, Key Insurance, Life Insurance |
Founded | 2013 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2008 | Partnership | 100-200 | < 1M | $350K | |
| 2014 | - | 25 - 100 | 3.8M | $0 | |
| - | Privately Held | 10-50 | < 1M | $0 | |
| 1998 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Parallel Financial shows a diverse range of experience levels:
7% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years33% for 5–7 years13% for 8–10 years20% have over 11 years of service at Parallel FinancialDiscover More
Contact top employees from
Parallel Financial
Caden Meis
Head Portfolio Trader / Data Engineer
Gina Rose Salamin
Head of Trading and Portfolio Manager
Justin Chastain
Financial Advisor
David Chudyk CFP
Financial Advisor
Peyton Hoppes CEPA®
Financial Advisor
Damian Lombardi
Investment Advisor
Anthony Mahfood
Principal
Nancy Gladden
Client Services Manager
Val Stratford
Financial Planner
Susan Harvell
Client Service Manager
Jordan Roberts
Director of Financial Planning
Emily Edwards
Director of Client Experience and Engagement
William Grasty
Managing Partner
Greg Towner
Chief Investment Officer
Caroline Lord
Marketing and Client Services Manager
Anna Wolford
Financial Advisor
Jonathan Shields
Portfolio Trading Associate
Kyle Lonergan
Financial Advisor
Shelby Flynn
Marketing and Client Service Manager
Richard Sampley CFP®
Partner and Senior Advisor
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FAQ
Parallel Financial operates in the Finance industries. More details can be found on the official website: parallelfinancial.com.
The headquarters of Parallel Financial are located in Greenville, United States.
You can contact Parallel Financial by phone at (864) 385-7999.
Parallel Financial currently employs 10-50 people.
Well-known competitors of Parallel Financial include Bridgeworth + SAVANT Wealth Management, CameronDowning, GM Advisory Group and Claris Advisors.
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