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An Ameriprise Private Wealth Advisory Practice

 
 
Tom Gilliam Parks Jr Ameriprise Financial Advisor

Tom Gilliam Parks Jr

CFP®

Private Wealth Advisor

 

 
 

26

Years of Experience


97

Client Satisfaction Score


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PARKS AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association
  • Senior Financial Advisor
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Office Location

150 S Harbin Dr
Stephenville, TX 76401-3937
Map Phone: 254.968.4085 Fax: 254.968.4785


Awards & Recognition

  • FIVE STAR Wealth Manager1, 2009
  • Ameriprise Circle of Success, 1994-2010
  • Texas Monthly Five Star Wealth Manager, 2011

Professional Networks

View my LinkedIn Profile


Education

  • Tarleton State University-B.S.-Agricultural Economics-Magna Cum Laude

Professional Associations

My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business

Interests

  • "I come from and still enjoy an agricutural lifestyle."
  • "I prefer to travel by motorcylce or train."
  • Upland Bird and Large Game Hunting, travel
  • "I have hunted in TX, NM, CO, AK, KS, SD, NE and Argentina."

Community Participation

Stephenville Evening Lions Club- Stephenville Optimist Club- Stephenville Chamber of Commerce- First United Methodist Church, Stephenville- Rocky Mountain Elk Foundation- Texas and Southwestern Cattle Raisers Association

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Market Watch

Market News

License Information

I am licensed and registered to conduct business in TX.
Based on licenses and registrations I hold, I may also conduct business in MI, IN, OH, AL, FL.
  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • 1As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.