Kelly Parker, CLU®, CEPA®
Login to view DISC.Kelly Parker is a Principal and Private Wealth Advisor at Meridian Financial, focusing on investment and wealth management for high-net-worth clients. A recipient of the Triangle Business Journals "40 Under 40" award and recognized by Forbes, he holds a degree in Finance from North Carolina State University and recently earned a CEPA designation.
Outside of his professional role, Kelly is a father and is involved in his community, showing a commitment to wildlife conservation through his support and sponsorship of organizations like Ducks Unlimited. He enjoys connecting with clients and friends at social and charitable events.
He recently earned the Certified Exit Planning Advisor (CEPA) credential, specializing in business succession strategies.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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